Company Description Incredible Wealth Private Limited is a comprehensive wealth management firm serving a wide range of clients, from individuals starting with ₹5,000 SIPs to those managing portfolios up to ₹5 crore. With over 20 years of industry experience, the company combines technology-enabled services with personalized human advisory to deliver tailored solutions. Its offerings include mutual funds, PMS/AIF, life insurance, and goal-based financial planning. The firm focuses on helping clients build, protect, and optimize wealth through disciplined, research-driven investment approaches.

Position
Executive – Investment Sales

Department
Sales & Business Development

Location
Noida

Experience
0–2 Years

Employment Type
Full-Time

About the Role
We are looking for a dynamic and result-oriented Executive – Investment Sales to join our growing wealth management team. The ideal candidate should have 0–2 years of experience in selling or advising investment products such as Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF),



and Life Insurance. The candidate should possess excellent communication skills, relationship-building abilities, and a passion for helping clients achieve their financial goals.

Key Responsibilities
Generate current business through lead generation, referrals, networking, and client meetings.
Promote and sell Mutual Funds, PMS, AIF, and Life Insurance products.
Understand clients' financial goals and recommend suitable investment solutions.
Build and maintain long-term relationships with clients.
Follow up on leads and convert prospects into customers.
Assist clients with KYC, account opening, and investment documentation.
Coordinate with the operations team for timely execution of transactions.
Keep clients updated on market developments and new investment opportunities.
Achieve monthly and quarterly sales targets.
Maintain accurate records of client interactions and sales activities.
Ensure compliance with ap

📌 Executive Investment Sales (Noida)
🏢 Incredible Wealth Private
📍 Noida