Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

Designation : Wealth Sarthy
Company Name : finsarthy
Location : PCMC, Pune
Experience Required: 1+ Year
Employment Type : Full-Time - work from office - 6 days working in a week.
CTC : ₹2 LPA to ₹5 LPA
About the RoleThe primary responsibility of this role is to connect with prospective clients, understand their financial needs, and schedule qualified appointments for the senior leadership team to present and sell financial products and investment solutions.
This position is ideal for candidates with excellent communication skills, a customer-centric approach, and an interest in the financial services industry.
Key Responsibilities• Contact clients through calls, emails, and other communication channels.
• Explain the basic features and benefits of the company's financial products and services.
• Schedule appointments and meetings for senior leadership with potential clients.
• Maintain accurate records of client interactions in the CRM system.




• Follow up with leads to maximize appointment conversion rates.
• Meet monthly targets for appointments, lead conversions, and client engagement.
• Stay updated on company offerings and market trends.

Required Qualifications• Graduate
• Strong verbal handling client conversations.
• Good interpersonal and persuasion skills.

Desired Skills

• Client relationship management.
• Target-driven mindset.
• Professional telephone etiquette.
• Time management and organizational skills.

What We Offer• Competitive salary package (₹2 LPA to ₹4 LPA).
• Performance-based variable pay
• Excellent Learning and growth opportunities opportunities in wealth management and financial services.
• Exposure to senior leadership and client advisory processes.
• Supportive and growth-oriented work workplace.

Interested candidates can apply by sharing their updated resume at [email protected]

📌 Wealth Sarthy (Pune)
🏢 FINSARTHY
📍 Pune