Company Description My Market Mantra is a wealth management company focused on helping clients grow and manage their money through thoughtful financial strategies. We provide personalized investment guidance and financial planning services tailored to individual needs and goals. The team works closely with clients to build long-term relationships based on trust, transparency, and performance.

Joining My Market

Mantra offers the chance to contribute to clients’ financial well-being while developing a career in a growing, client-centric organization.

Role Description The Sales and Marketing Specialist is a full-time, on-site role based in New Delhi. This position is responsible for identifying and engaging prospective clients, presenting wealth management services, and supporting clients through the onboarding process. Daily activities include conducting sales calls and meetings, managing follow-ups, and maintaining accurate records of client interactions.

The role also involves coordinating and executing marketing campaigns, assisting with promotional events, and collaborating with internal teams to align sales and marketing efforts.



The Specialist will help deliver training or product education to clients and team members, ensuring consistent messaging and strong customer service.

Qualifications

- Strong Communication and Customer Service skills to interact effectively with clients and internal teams.
- Proven Sales capabilities, including prospecting, negotiation, and closing, with experience in Sales Management considered an asset.
- Ability to deliver Training and product or service presentations to clients and colleagues.
- Prior experience in financial services, wealth management, or related sectors is preferred.
- Good analytical and problem-solving skills, with the ability to understand client needs and propose appropriate solutions.
- Proficiency with common office and CRM software tools.
- Bachelor’s degree in Business, Marketing, Finance, or a related field, or equivalent practical experience.
- Capacity to work on-site in New Delhi and collaborate in a structured, goal-oriented environment.

📌 Sales And Marketing Specialist (New Delhi)
🏢 My Market Mantra
📍 New Delhi