Job Summary

Key Responsibilities
- Identify and acquire new clients for investment and wealth management services.
- Promote investment products such as mutual funds, fixed-income products, portfolio management services, insurance-linked investments, and other financial solutions.
- Generate leads through networking, referrals, cold calling, digital channels, and business development initiatives.
- Conduct client meetings to understand financial goals and investment objectives.
- Prepare and present investment proposals and product recommendations.
- Build and maintain long-term relationships with clients to ensure retention and growth.
- Achieve monthly, quarterly, and annual sales targets.
- Maintain accurate records of client interactions and sales activities in CRM systems.
- Stay updated on market trends, investment products, and regulatory developments.
- Coordinate with investment advisors, relationship managers,



and operations teams to ensure seamless client service.

Requirements:
- Bachelor’s degree in Finance, Business Administration, Economics, Marketing, or a related field.
- Proven experience in sales, business development, banking, wealth management, or financial services.
- Strong communication, negotiation, and relationship-building skills.
- Understanding of investment products and financial markets.
- Ability to explain financial concepts clearly to clients.
- Target-oriented mindset with strong presentation skills.
- Proficiency in MS Office and CRM software

Experience Required: 1-3 years

Pay: ₹15,000.00 - ₹25,000.00 per month

Perks:
- Provident Fund

Work Location: In person

📌 Sales / Bd : Investments (Nashik)
🏢 Deziners Studio
📍 Nashik