Experience: 4–5 years in Wealth Management / Financial Services
Salary: ₹35,000–₹60,000 per month
We are looking for an experienced Sales professional with 4–5 years of experience in wealth management or financial services to join our team in Haldwani.
Key Responsibilities
Develop and maintain relationships with clients and prospective investors.
Generate recent business and identify potential clients.
Understand client requirements and present suitable wealth management/investment solutions.
Conduct client meetings and follow-ups.
Handle both office-based and field sales activities.
Build and maintain a solid network of HNI/UHNI and prospective clients.
Achieve monthly/quarterly business targets.
Candidate Requirements
4–5 years of relevant experience in wealth management,
investment products, financial services, PMS, AIF, mutual funds, or related fields.
Candidates based in Haldwani/local nearby areas preferred.
Strong communication, relationship-building and sales skills.
Comfortable with both office work and field visits.
Self-driven, target-oriented and professional.
Existing client/network relationships will be an added advantage.
Compensation
₹35,000–₹60,000 per month, depending on experience, skills and suitability.
Job Type: Full time
Location: Haldwani, Uttarakhand
Interested candidates can apply with their updated resume.