About the Role

We are looking for enthusiastic and motivated individuals to join our team as Direct Sales Executives – Wealth Management. You will be responsible for acquiring new clients, building long-term relationships and promoting our range of investment and wealth management products including Mutual Funds, Equity and other financial solutions. This is a client-facing role with a strong focus on business development, sales and relationship management.

Key Responsibilities

- Generate and source new clients through referrals, networking and lead generation activities
- Build and maintain solid, long-term relationships with clients
- Understand client financial goals and recommend suitable Mutual Fund, Equity and Wealth Management products
- Conduct client meetings and product presentations
- Assist clients with onboarding, KYC and documentation
- Follow up with prospects and convert them into clients
- Manage and grow AUM / business for the assigned portfolio
- Achieve monthly and annual sales targets
- Provide excellent client service and ensure high levels of client satisfaction

Client Focus

- Build a strong pipeline of potential clients
- Engage with HNIs, retail clients and family networks




- Develop trust and position Sampadaa Wealth as a preferred wealth partner
- Provide ongoing support and regular portfolio reviews

Experience

- 0 – 2 years of experience in sales, financial services, wealth management or a similar role.
- Freshers with strong communication skills and sales aptitude may also apply.
- Prior experience in Mutual Funds, Equity, Banking, Insurance or financial products will be an added advantage.

Education

- Graduate in B.Com, BBA, BBM, MBA, Finance, Economics or any relevant discipline.
- Relevant certifications in Mutual Funds / Securities / Financial Markets (e.g., NISM) will be an added advantage.

Key Skills

- Excellent communication and interpersonal skills
- Strong sales orientation and result-driven mindset
- Ability to build and maintain client relationships
- Prospecting, networking and lead generation skills
- Basic knowledge or keen interest in Mutual Funds and Equity Markets
- Negotiation and influence skills
- Target orientation and self-motivation
- Good MS Office skills
- Integrity, professionalism and a client-first approach

📌 Direct sales executive (Mangalore)
🏢 People Gamut HR Solutions
📍 Mangalore