Vasai Maharashtra 12th pass fresher stock market Jobs – 1 Open Jobs Today

Wealth Manager – Financial Services
Sensys Technology Ltd —Malad, Mumbai, Maharashtra
- ₹20,000 - ₹25,000 a month
- Full-time
- CRM software
- Microsoft Excel
- English
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Wealth Manager – Financial Services

Sensys Technology Ltd -
Malad, Mumbai, Maharashtra

Quick apply

Job details

Permanent | Full-time
₹20,000 - ₹25,000 a month

Qualifications

CRM software
Microsoft Excel
English
12th Pass
Bachelor's degree
Relationship management
Computer skills
Hindi
Communication skills
Negotiation
Time management

Full job description

We are looking for a dynamic and client-focused Wealth Manager to join our financial services team. The role involves advising clients on suitable financial products and investment opportunities, including stock market services, mutual funds, and insurance solutions. The ideal candidate should have strong communication skills, a customer-centric approach, and the ability to build long-term client relationships.

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Key Responsibilities:

Connect with prospective and existing clients to understand their financial needs.

Promote and explain financial products including:

Stock market investment services

Mutual funds

Insurance products

Provide suitable wealth management and investment solutions.

Generate leads and schedule meetings with interested clients.

Build and maintain strong client relationships for long-term business growth.

Maintain accurate records of client interactions and follow-ups.

Achieve monthly sales and revenue targets.

Handle client queries professionally and ensure high customer satisfaction.

Follow company policies and financial compliance guidelines.

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Eligibility Criteria:

Minimum 12th Pass / Graduate preferred.

Basic knowledge of stock market, mutual funds, or insurance products is an advantage.

Freshers and experienced candidates can apply.

Good verbal communication skills in Hindi and/or English.

Strong interpersonal and client-handling abilities.

Basic computer knowledge (MS Excel, CRM tools preferred).

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Skills Required:

Excellent communication skills

Sales and relationship management skills

Persuasion and negotiation ability

Customer handling skills

Confidence and positive attitude

Time management skills

Target-oriented mindset

Pay: ₹20,000.00 - ₹25,000.00 per month

Work Location: In person

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Wealth Manager – Financial Services

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