Management Trainee - Wealth Sales

StackWealth LLC; Mumbai; Sur place; INR 300 000 - 450 000; Plein temps

Résumé du poste

StackWealth LLC in Mumbai invites fresh graduates to join as a Management Trainee in Wealth Sales, gaining hands-on experience in client engagement and personalized investment solutions. You will help manage leads, pursue client acquisitions, and support portfolio reviews while learning about stocks, mutual funds, PMS, and market strategies under experienced mentors.

This early-career role emphasizes development in sales, relationship management, and financial markets within a fast-growing

Qualifications

• Fresh graduates with a strong academic background.
• Excellent communication and interpersonal skills.
• Interest in financial markets, investments, and sales.
• Willingness to learn and meet targets.

Responsabilités

• Connect with prospective clients and understand their goals.
• Introduce personalised wealth management solutions to clients.
• Manage leads and work toward client acquisition and sales targets.
• Support portfolio updates and reviews under guidance of experienced team.
• Identify cross-selling opportunities and investments including PMS.
• Build knowledge of stocks, mutual funds and market strategies.

Connaissances

Excellent communication

Interpersonal skills

Sales mindset

Interest in financial markets

Formation

Finance, Commerce or related fields

Description du poste

Job Description: Management Trainee - Wealth Sales

About the Role

We’re looking for enthusiastic and driven freshers who are interested in sales, financial markets, and wealth management. At Stack, you’ll help clients explore personalised investment solutions while building your skills in sales and relationship management.

• Connect with prospective clients, understand their financial goals, and introduce them to Stack’s personalised wealth management solutions.
• Manage leads, follow up with prospects, and work towards client acquisition and sales targets.
• Build strong client relationships through regular calls, emails, and portfolio updates.
• Assist with client portfolio reviews and address queries under the guidance of experienced team members.
• Identify opportunities for cross-selling and upselling relevant investment products, including PMS.
• Develop knowledge of stocks, mutual funds, financial markets, and investment strategies.

What We're Looking For

• Freshers with a strong academic background; Finance, Commerce, or related fields preferred.
• Excellent communication and interpersonal skills.
• Interest in financial markets, investments, and sales.
• A proactive, target-oriented mindset with a willingness to learn.

Training & Development

Comprehensive training will be provided on financial products, investment strategies, Stack’s advisory model, and sales processes, along with guidance from experienced team members.

Why Join Us

Be part of a fast-growing startup, gain hands‑on experience in wealth management, and build a rewarding career in financial services.