About Us:
We are a fast-growing financial services company managing over ₹300 Crores of Assets Under Management (AUM). Our expertise spans multiple wealth and investment verticals, helping clients build and diversify their portfolios through innovative financial products and personalized advisory services.
Business Verticals:
* Insurance Products
* Portfolio Management Services (PMS)
* Unlisted Shares
* Wealth Management Solutions
Role & Responsibilities:
* Generate and qualify leads for various financial products.
* Understand client requirements and recommend suitable investment and insurance solutions.
* Assist in selling Insurance, PMS, and Unlisted Share offerings.
* Build and maintain long-term relationships with clients.
* Conduct follow-ups and ensure smooth onboarding of customers.
* Stay updated on market trends and financial products.
* Achieve monthly and quarterly sales targets.
Requirements:
* 0–2 years of experience in Sales, Financial Services, Banking, Insurance, or Wealth Management.
* Freshers with a strong interest in financial markets are encouraged to apply.
* Basic understanding of financial markets and investment products.
* Knowledge of Insurance, PMS, or Unlisted Shares is preferred.
* Excellent communication and interpersonal skills.
* Self-motivated, target-oriented, and eager to learn.
Pay: ₹10,075.81 - ₹25,000.61 per month
Work Location: In person
