Location : Haldwani, Uttarakhand Experience : 4-5 years in Wealth Management / Financial Services Salary : ₹35,000-₹60,000 per month
We are looking for an experienced Sales professional with 4-5 years of experience in wealth management or financial services to join our team in Haldwani.
Key Responsibilities
- Develop and maintain relationships with clients and prospective investors.
- Generate recent business and identify potential clients.
- Understand client requirements and present suitable wealth management/investment solutions.
- Conduct client meetings and follow-ups.
- Handle both office-based and field sales activities .
- Build and maintain a strong network of HNI/UHNI and prospective clients.
- Achieve monthly/quarterly business targets.
- 4-5 years of relevant experience in wealth management, investment products, financial services, PMS, AIF, mutual funds, or related fields .
- Strong communication, relationship-building and sales skills.
- Comfortable with both office work and field visits .
- Self-driven, target-oriented and skilled.
- Existing client/network relationships will be an added advantage.
Compensation
₹35,000-₹60,000 per month , depending on experience, skills and suitability.
Job Type : Full-time Location : Haldwani, Uttarakhand