Customer Sales Executive – Wealth Management

Zigsaw; Bengaluru; On-site; INR 300,000 - 600,000; Full time

Benefits offered by this job

Competitive salary with attractive incentives

Collaborative and innovative work environment

Opportunities for professional growth and skill enhancement

Job summary

Zigsaw is seeking a motivated Customer Sales Executive for Wealth Management in Bengaluru. The role demands driving sales and managing relationships to help clients achieve their financial goals, requiring 1-3 years of relevant experience and a strong understanding of financial products. Join a dynamic environment that encourages growth with competitive salaries and incentives.

Qualifications

• 1-3 years of experience in Wealth Management.
• Strong knowledge of financial markets and investment products.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Make sales calls and explain product offerings.
• Build and maintain strong client relationships.
• Stay informed on market trends and financial products.

Skills

Communication

Interpersonal Skills

Customer Focus

Problem Solving

Education

Bachelor’s degree in Finance, Business, or related field

Job description

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Job Title: Customer Sales Executive – Wealth Management

Experience: 1-3 Years (Mandatory in Wealth Management)

About the Role:

We are looking for a motivated and results-driven Customer Sales Executive with 1-3 years of proven experience in Wealth Management. The ideal candidate will focus on driving sales and managing client relationships to help clients meet their financial goals.

Key Responsibilities:

• Make sales calls to interested leads and explain product offerings clearly.
• Understand client needs and recommend appropriate investment products, including stocks.
• Build and maintain strong client relationships through regular follow-ups and market updates.
• Stay informed on market trends, financial products, and competitor activities.
• Work closely with internal teams to ensure smooth onboarding and servicing of clients.
• Address client queries promptly and provide timely solutions to ensure high satisfaction.

Requirements:

• 0-3 years of experience in Wealth Management.
• Strong knowledge of financial markets, investment products, and wealth solutions.
• Excellent communication and interpersonal skills.
• Ability to meet sales targets and thrive in a fast-paced environment.
• Customer-focused with effective problem-solving skills.
• Bachelor’s degree in Finance, Business, or a related field.

Why Join Us?

• Competitive salary with attractive incentives.
• Collaborative and innovative work environment.
• Opportunities for professional growth and skill enhancement.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Customer Service, and Finance

• Industries

  Financial Services, Investment Management, and Insurance

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