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 strong, 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 robust 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

📌 Sales Representative / Direct Sales (Mangalore)
🏢 People Gamut HR Solutions
📍 Mangalore