Wiseway Financial Services Pvt. Ltd. is a trusted financial services company committed to helping individuals and families achieve financial security. We specialize in financial planning through Mutual Funds, Health Insurance, and Term Insurance solutions.
Job Summary
Key Responsibilities
Understand clients' financial goals and provide suitable financial planning solutions.
Advise customers on Mutual Fund investments, Health Insurance, and Term Insurance.
Generate current leads through referrals, networking, and field activities.
Build and maintain long-term customer relationships.
Meet monthly sales targets and maintain accurate client records.
Follow up with prospects and convert them into customers.
Requirements:
Bachelor's degree preferred.
Good communication and interpersonal skills.
Passion for sales and customer service.
Basic knowledge of financial products is an added advantage.
Willingness to meet clients and travel locally when required.
Salary & Perks
Salary: ₹15,000 - ₹30,000 per month (Based on experience)
Attractive Performance Incentives
Monthly Bonus on Target Achievement
Skilled Training & Career Development
Growth Opportunities within the Organization