Location: Bangalore
Employment Type: Full-Time
Experience: 1-5 Years (Freshers with robust sales skills may also apply)
About the Role
Key Responsibilities
- Generate new business through self-sourcing, referrals, networking, and client meetings.
- Acquire and manage clients for investment products including:
- Mutual Funds
- SIPs
- PMS & AIF Products
- Insurance (Life & Health)
- Equity & Demat Accounts
- Bonds and Fixed Income Products
- Conduct financial reviews and recommend suitable investment solutions.
- Achieve monthly and quarterly sales targets.
- Maintain strong relationships with existing clients and provide ongoing service support.
- Ensure compliance with regulatory and company guidelines.
- Keep updated with market trends and investment opportunities.
Required Skills & Qualifications
- Graduate in any discipline.
- Strong communication and interpersonal skills.
- Sales and client acquisition experience preferred.
- Basic knowledge of financial products and investments.
- Ability to work independently and achieve targets.
- Proficiency in MS Office and CRM systems.
Preferred Experience
- Banking, Wealth Management, Insurance, Mutual Fund Distribution, Stock Broking, or Financial Advisory experience.
- NISM certifications will be an added advantage.
Compensation & Benefits
- Fixed Salary + Attractive Incentives
- Performance-based Growth Opportunities
- Professional Training & Development
- Career Advancement in Wealth Management
- Target-driven and self-motivated.
- Excellent relationship-building skills.
- Passionate about investments and financial planning.
- Entrepreneurial mindset with a client-first approach.