At Wealth Redefine, we help individuals and families build long-term wealth through disciplined investing and expert financial guidance. We are a fast-growing wealth management firm managing ₹650+ Crore AUM with clients across India and globally.
What You'll Do
- Acquire current clients through outbound calls, lead follow-ups, referrals, and networking.
- Understand client financial goals and recommend suitable mutual fund investment solutions.
We're Looking For: ✔ 1–4 years of experience in Sales (Mutual Funds and Wealth Management preferred)
✔ Aggressive sales mindset
✔ Comfortable with cold calling and client acquisition
Preferred Background:
- Mutual Fund Distribution
- Wealth Management
- Relationship Management