*Invesst Prime Wealth* (www.invesst.in) founded in 2026 is a fast-growing investment distribution brand based in Indore, working across Mutual Funds, PMS, AIF CAT -II, CAT-III, Private Investment (India & US) serving both HNI and retail investors. We're building a young, dynamic, sharp sales team that gets hands-on exposure to India's fastest-growing wealth business firm day one.
- Location Indore, Ujjain, Mandsaur & Bhopal
- Total Vacancy - 4
- Role Sales Executive
- Duration 3 Months ( July 26 31st Oct26)
- Stipend* Fix Rs. 5000 + Incentives (Strictly performance based)
What You'll Do
- Reach out to prospective investors (retail & HNI) via calls, cold outreach, leads, linkedin, networking events and in-person meetings
- Explain and pitch investment products Mutual Funds, PMS, AIF, Pre-IPO opportunities, and US managed and private portfolios
- Drive SIP registrations & lumpsum investments in MF, private equities, global investments to contribute to firm’s AUM (Assets Under Management)
- Build and manage a pipeline of qualified leads through to funded accounts
- Work closely with the founder/advisory team to understand client needs and match them to suitable products
- Represent the Invesst brand professionally at client meetings and local events
- Schedule and conduct investor meetings; follow-up & maintain CRM records post-meeting and achieve monthly assigned sales budget though new acquisition of clients and existing portfolios.
Minimum Eligibility Criteria
- Candidates are required to mandatorily required to transparent AMFI Certification NISM Series V-A: Mutual Fund Distributors Certification Examination within 1 month of joining
- Candidate should be fluent in English and must have good communication skills and an attitude to grow and work smart
- Minimum qualification Graduates (B.Com, BBA or any other equivalent Graduate degree)
- Any relevant experience in Capital market would be added advantage
- Candidate should have interest in Sales & Business Development