Walk-in | Wealth Manager

Shubhshree Knowledge Hub Pvt.ltd; Pune District; On-site; INR 300,000 - 540,000; Full time

Benefits offered by this job

Competitive Salary

Unlimited Sales Incentives

Performance-Based Rewards

Career Growth Opportunities

Training & Product Knowledge Support

Job summary

Shubhshree Knowledge Hub Pvt.ltd in Pune seeks energetic sales professionals to grow client base and promote mutual funds, insurance, Broking, and other investment products. You will generate leads, network, and convert prospects into loyal clients while opening Demat accounts and trading services.

Ideal candidates have strong communication, persuasive skills, and a passion for sales. Fresher and experienced applicants are welcome to apply, with a clear path to career growth.

Qualifications

• Excellent communication and interpersonal skills.
• Strong sales and convincing abilities.
• Passion for Sales & Business Development.
• Target-oriented and result-driven approach.
• Basic knowledge of financial and investment products.
• Ability to build and maintain client relationships.
• Freshers and experienced candidates can apply.

Responsibilities

• Generate new clients through direct sales, references, calls and networking.
• Acquire new customers and build a strong client base.
• Promote and sell Mutual Funds, Insurance, Broking and other Investment Products.
• Generate leads and convert them into successful clients.
• Assist clients with Demat Account Opening & Trading Services.
• Understand client requirements and suggest suitable financial products.
• Develop and maintain long-term relationships with clients.
• Conduct regular follow-ups with prospective and existing clients.
• Achieve monthly and quarterly sales targets.
• Generate business through client referrals and cross-selling.
• Maintain regular communication with clients and provide quality service.
• Contribute towards overall business growth and revenue generation.

Skills

Communication skills

Sales skills

Interpersonal skills

Relationship building

Target achievement

Persuasion

Entry-level friendly

Job description

Role & responsibilities

• - Generate new clients through direct sales, references, calls and networking
• - Acquire new customers and build a strong client base
• - Promote and sell Mutual Funds, Insurance, Broking and other Investment Products
• - Generate leads and convert them into successful clients
• - Assist clients with Demat Account Opening & Trading Services
• - Understand client requirements and suggest suitable financial products
• - Develop and maintain long-term relationships with clients
• - Conduct regular follow-ups with prospective and existing clients
• - Achieve monthly and quarterly sales targets
• - Generate business through client referrals and cross-selling
• - Maintain regular communication with clients and provide quality service
• - Contribute towards overall business growth and revenue generation

Preferred candidate profile

• - Excellent communication and interpersonal skills
• - Strong sales and convincing abilities
• - Passion for Sales & Business Development
• - Target-oriented and result-driven approach
• - Basic knowledge of financial and investment products
• - Ability to build and maintain client relationships
• - Freshers and experienced candidates can apply

Perks and benefits

• - Competitive Salary
• - Unlimited Sales Incentives
• - Performance-Based Rewards
• - Career Growth Opportunities
• - Training & Product Knowledge Support