Wealth Sarthy

FINSARTHY; Pune District; On-site; INR 200,000 - 500,000; Full time

Benefits offered by this job

Competitive salary

Performance-based variable pay

Learning and career growth

Exposure to senior leadership

Supportive work environment

Job summary

finsarthy in PCMC, Pune is seeking a Wealth Advisor/Relationship Officer to connect with prospective clients, understand financial needs, and schedule appointments for senior leadership to present financial products and solutions. This role requires 1+ year experience and a graduate, with strong communication skills and a customer-centric approach.

It offers a competitive salary (2–5 LPA), six-day workweek, and growth opportunities in wealth management.

Qualifications

• Graduate with strong verbal communication skills.
• Ability to handle client conversations professionally.
• Target-driven with excellent time management.

Responsibilities

• Contact clients through calls, emails, and other communication channels.
• Explain the basic features and benefits of the company's financial products and services.
• Schedule appointments and meetings for senior leadership with potential clients.
• Maintain accurate records of client interactions in the CRM system.
• Follow up with leads to maximize appointment conversion rates.
• Meet monthly targets for appointments, lead conversions, and client engagement.
• Stay updated on company offerings and market trends.

Skills

Verbal communication

Client handling

Persuasion skills

Education

Graduation

Job description

Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

Designation : Wealth Sarthy

Company Name : finsarthy

Location : PCMC, Pune

Experience Required: 1+ Year

Employment Type : Full-Time - work from office - 6 days working in a week.

CTC : ₹2 LPA to ₹5 LPA

About the Role

The primary responsibility of this role is to connect with prospective clients, understand their financial needs, and schedule qualified appointments for the senior leadership team to present and sell financial products and investment solutions.

This position is ideal for candidates with excellent communication skills, a customer-centric approach, and an interest in the financial services industry.

Key Responsibilities

• Contact clients through calls, emails, and other communication channels.
• Explain the basic features and benefits of the company's financial products and services.
• Schedule appointments and meetings for senior leadership with potential clients.
• Maintain accurate records of client interactions in the CRM system.
• Follow up with leads to maximize appointment conversion rates.
• Meet monthly targets for appointments, lead conversions, and client engagement.
• Stay updated on company offerings and market trends.

Required Qualifications

• Graduate
• Strong verbal handling client conversations.
• Good interpersonal and persuasion skills.

Desired Skills

• Client relationship management.
• Target-driven mindset.
• Professional telephone etiquette.
• Time management and organizational skills.

What We Offer

• Competitive salary package (₹2 LPA to ₹4 LPA).
• Performance-based variable pay
• Excellent Learning and career growth opportunities in wealth management and financial services.
• Exposure to senior leadership and client advisory processes.
• Supportive and growth-oriented work environment.