Company Description InvestoEdge is a next-generation investment platform focused on simplifying and modernizing wealth creation for a wide range of investors. The company offers diversified financial products, including unlisted shares, mutual funds, bonds, PMS, AIFs, insurance, and Loan Against Securities (LAS), to help users grow and manage their wealth intelligently. Its platform unlocks liquidity through LAS by leveraging existing portfolios while providing access to multiple investment opportunities.

With AI-powered pricing (coming soon), real-time risk analysis, instant KYC, and a seamless digital experience, InvestoEdge supports long-term financial goals and helps clients tap into opportunities that drive prosperity.

Role Description This is a full-time, in office Salesperson role based in Mumbai. The Salesperson will engage prospective and existing clients, explain InvestoEdge’s products and services, and recommend suitable investment solutions aligned with their financial goals. Daily responsibilities include conducting client meetings and calls, managing inbound and outbound leads, following up on inquiries, and maintaining accurate client records in CRM tools.

The role also involves collaborating with internal teams to support onboarding, ensuring timely KYC completion, assisting clients with the digital platform,



and meeting individual and team sales targets. The Salesperson will monitor market trends and product updates to clearly communicate value propositions and uphold a professional, client-centric approach.

Qualifications

- Strong sales and business development skills, including lead generation, pipeline management, and conversion.
- Client relationship management abilities, with a focus on trust-building, needs assessment, and long-term engagement.
- Sound understanding of financial products such as mutual funds, bonds, insurance, PMS, AIFs, and LAS, or strong willingness to learn.
- Excellent communication and presentation skills, with the ability to explain complex financial concepts in clear, straightforward terms.
- Comfort working with digital tools and platforms, including CRM systems and online onboarding/KYC processes.
- Bachelor’s degree in Finance, Business, Economics, or a related field preferred; relevant sales or financial services experience is an advantage.
- Goal-oriented mindset, ability to work in a fast-paced environment, and readiness to collaborate with cross-functional teams.
- Professional integrity, customer-centric attitude, and commitment to non-discriminatory, inclusive client interactions.

📌 Salesperson (Mumbai)
🏢 INVESTOEDGE
📍 Mumbai