We are looking for agile, result-oriented sales specialists with experience in financial markets, wealth management and investment product distribution.
Products We Deal In
Demat & Trading Accounts
Mutual Funds – SIP & Lump Sum
Specialized Investment Funds (SIF)
Portfolio Management Services (PMS)
Alternative Investment Funds (AIF)
Bonds & Fixed-Income Products
ETFs, Gold & Silver Investment Products
GIFT City Investment Solutions
IPO & Eligible Unlisted Investment Opportunities
Key Responsibilities
Acquire current clients and develop long-term relationships.
Generate business through direct sales, referrals and networking.
Build relationships with HNI and UHNI clients.
Cross-sell relevant financial products based on client needs.
Achieve monthly sales, revenue and AUM targets.
Maintain client records and ensure compliant onboarding.
Coordinate with product teams, AMCs and investment partners.
Candidate Profile
Experience in financial market sales, wealth management or investment distribution.
Good understanding of Mutual Funds, PMS, AIF and SIF.
Strong communication, negotiation and client acquisition skills.
Ability to generate leads and independently close business.
Existing HNI/UHNI client relationships will be an advantage.
Location: Ahmedabad, Gujarat Join Troth Wealth and grow your career in the financial markets and wealth management industry.
📌 Relationship Manager Sales Professional Ahmedabad (India)
🏢 Troth Insurance Broking u0026 Consultants
📍 India
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