Job Summary:

We are looking for a dynamic and enthusiastic Sales Associate to join our Investment Advisory team. This role is designed for students and fresh graduates who want to build a solid foundation in the finance and wealth-management industry.

Key Responsibilities:

- Engage with potential clients through calls, emails, and messaging platforms to introduce them to our investment offerings.
- Understand basic customer financial needs and communicate relevant product options.
- Generate, qualify, and document leads with accurate client information.
- Schedule consultations and meetings for senior sales managers.
- Maintain CRM records and ensure timely follow-ups to nurture investor interest.
- Assist in organising webinars, workshops, and campaigns focused on financial literacy and investment awareness.
- Stay updated on mutual funds, SIPs, insurance products,



and other market-linked instruments (training will be provided).

Qualifications:

- Bachelor’s degree in Finance, Business, Economics, or any related field (freshers welcome).
- Basic understanding of financial or investment concepts is a plus, but not mandatory.
- Strong communication and interpersonal skills.
- Target-driven mindset with eagerness to learn.
- Proficiency in MS Office and CRM tools is preferred but not required.

Interested candidates can directly send their CVs at [email protected] along with following details:

1. Current CTC

2. Expected CTC

3. Location

4. Notice Period

Pay: ₹300,000.00 - ₹400,000.00 per year

Work Location: In person

📌 Presales Executive (Lajpat Nagar)
🏢 Per Annum by Lendbox
📍 Lajpat Nagar