Company Description GroWell Legacy specializes in comprehensive financial solutions, including Financial Planning, Mutual Funds, Insurance advisory, Portfolio Management Services (PMS), and other alternative investment products. The organization focuses on helping clients build and preserve wealth through tailored financial strategies. Team members collaborate to provide informed guidance that aligns with clients’ financial goals and risk profiles. GroWell Legacy values ethical practices, long-term client relationships, and continuous learning in the evolving financial services sector. Role Description The Sales Specialist role at GroWell Legacy is a full-time, on-site position based in Delhi, India. The Sales Specialist will engage with prospective and existing clients to understand their financial needs, present suitable products such as mutual funds, insurance, PMS, and alternate investments, and guide them through the decision-making process. Day-to-day responsibilities include conducting client meetings, following up on leads, preparing and delivering product presentations, and maintaining accurate records in the sales tracking system. The role also involves collaborating with internal teams to ensure smooth onboarding, providing post-sale support, and participating in regular training sessions to stay updated on financial products and regulatory changes.



The Sales Specialist is expected to meet sales targets while upholding high standards of client service and compliance. Qualifications
• Strong Communication and Customer Service skills to effectively engage with clients, explain financial products, and build long-term relationships.
• Proven Sales capabilities with experience in prospecting, lead conversion, and achieving or exceeding sales targets in financial services or related sectors.
• Experience in Training or coaching clients on product features and financial concepts, and the ability to support knowledge sharing within the team.
• Sales Management skills, including pipeline management, reporting, and coordination with internal stakeholders to ensure smooth sales operations.
• Basic understanding of Financial Planning, Mutual Funds, Insurance, PMS, and alternative investment products or willingness to learn quickly.
• Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent practical experience.
• Robust analytical and problem-solving abilities, with attention to detail and adherence to regulatory and compliance requirements.
• Comfort working in an on-site environment in Delhi, India, with the ability to manage a client-facing schedule.

📌 Sales Specialist (India)
🏢 GroWell Legacy
📍 India