Company Description

Investsphere Wealth Pvt. Ltd. is dedicated to offering reliable, effective, and personalized financial products to help clients achieve financial freedom and security. We provide a diverse range of financial services, including wealth management solutions like Alternate Investment Funds (AIF), Portfolio Management Services (PMS), and Investment Planning, alongside other offerings such as Tax Planning, Retirement Planning, Insurance Planning, and Estate Planning.

Role Description

This is a full-time on-site Sales Executive role located in the Pune Division. In this role, you will be responsible for identifying and generating recent leads, cultivating strong client relationships, and promoting financial products and services offered by the company. The role involves conducting client meetings, understanding their financial goals, providing tailored solutions, and meeting sales targets. Additionally, you will deliver market insights, maintain sales reports, and contribute to developing innovative sales strategies to expand the client base.





Qualifications
Proven skills in sales, lead generation, and building lasting client relationships
Knowledge of financial products such as AIF, PMS, Tax Planning, and Insurance Planning
Robust communication and interpersonal skills to engage clients effectively
Analytical skills for understanding client needs and formulating personalized financial solutions
Proficiency in using CRM software and other sales tools
Self-starter with a result-oriented mindset and the ability to work independently
Previous experience in financial advisory or wealth management is highly beneficial
Bachelor's degree in Finance, Business Administration, Economics, or a related field. Any relevant certifications (e.g., CFP, CFA) will be an advantage

Industry
Financial Services

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:
Paid sick time

Work Location: In person

📌 Sales Executive Baner
🏢 Investsphere Wealth
📍 Baner