Sales Executive – Wealth Advisory

Investrack Advisors Pvt Ltd; Rewa; On-site; INR 300,000 - 540,000; Full time

Job summary

A financial services company in Rewa is seeking a full-time Sales Executive for Wealth Advisory. The successful candidate will be responsible for generating leads, acquiring new clients, and providing expert financial advisory services. The role requires excellent communication and negotiation skills along with a bachelor's degree in finance or business. Prior experience in wealth management is a plus. Join us to help clients achieve their financial goals.

Qualifications

• Proven knowledge in Wealth Advisory and Financial Planning.
• Experience in Client Relationship Management and Sales.
• Ability to analyze Market Trends and craft Investment Strategies.
• Excellent communication and negotiation skills; client-centric approach.
• Ability to work in a collaborative team environment or independently.
• Bachelor's degree in Finance or Business Administration; Master's preferred.
• Understanding of regulatory compliance in financial services.
• Experience in wealth management or financial advisory roles is a plus.

Responsibilities

• Generate leads and acquire new clients.
• Provide financial and wealth advisory services.
• Maintain and develop client relationships.
• Research market trends and build tailored investment strategies.
• Present comprehensive financial plans to meet clients' goals.

Skills

Wealth Advisory

Financial Planning

Investment Management

Client Relationship Management

Lead Generation

Market Trend Analysis

Communication Skills

Negotiation Skills

Client-centric Approach

Team Collaboration

Education

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Master's degree in Finance or related field

Job description

Company Description

Investrack Advisors Pvt. Ltd., established in 2013, is a premier provider of comprehensive financial services, including equity, insurance, loans, fixed deposits, and tax planning. With a client base spanning over 500 customers in India and abroad, we manage a significant investment corpus while remaining committed to helping clients build wealth and save money. Led by Sudhish Mishra, a seasoned financial expert with over 15 years of experience and multiple accolades, including the prestigious "Best PMS Fund Manager" award from HSBC Bank, Investrack delivers personalized financial planning and investment management services to diverse individuals and families.

Role Description

This is a full-time, on-site role for a Sales Executive – Wealth Advisory at our Rewa office. The Sales Executive will be responsible for generating leads and acquiring new clients, providing expert financial and wealth advisory services, maintaining and developing client relationships, and collaborating with the advisory team to ensure high-quality financial solutions. Additional responsibilities include researching market trends, building tailored investment strategies, and presenting financial plans to meet clients’ goals effectively.

Qualifications

• Proven knowledge and skills in Wealth Advisory, Financial Planning, and Investment Management
• Experience in Client Relationship Management, Sales, and Lead Generation
• Proficiency in analyzing Market Trends and creating tailored Investment Strategies
• Strong Communication Skills, Negotiation Skills, and a client‑centric approach
• Ability to work in a collaborative team environment and independently
• Bachelor's degree in Finance, Business Administration, or related field (Master’s preferred)
• Understanding of regulatory compliance in financial services
• Prior experience in wealth management or financial advisory roles is a plus