We are looking for dynamic and driven Sales Professionals with proven experience in banking or financial product sales to join our team as Wealth Officer. This role offers the opportunity to accelerate your career in wealth management by driving sales of Mutual Funds, Equity, Bonds, and Insurance products through a blend of provided client leads and independent business development.
If you are ambitious, target-oriented, and passionate about building long-term client relationships, this position is designed for you.
Key Responsibilities
Client Acquisition & Lead Generation
Leverage both company-provided client data and self-sourced leads.
Build and sustain a strong pipeline of prospects through networking, referrals, and proactive market outreach.
Sales & Advisory
Pitch and sell a diverse portfolio of financial products: Mutual Funds, Equity, Bonds, and Insurance.
Deliver tailored investment solutions aligned with client needs, goals, and risk appetite.
Consistently achieve monthly and quarterly sales targets.
Relationship Management
Develop trust-based, long-term relationships to ensure repeat business and referrals.
Maintain high standards of customer satisfaction and client retention.
Market Intelligence
Stay ahead of financial product innovations, market trends, and competitor offerings.
Share insights with clients to position products effectively and establish thought leadership.
Required Skills & Qualifications
Experience: Minimum 2-3 years in financial sales (banking, wealth products, or insurance).
Product Knowledge: Strong understanding of Mutual Funds, Equity, Bonds, and Insurance.
Sales Skills: Demonstrated track record of meeting/exceeding sales targets.
Communication: Excellent interpersonal, persuasive, and presentation skills.
Education: Graduate/Postgraduate in Finance, Commerce, or related field.
Certifications: NISM or IRDA certifications preferred.
Compensation & Growth
CTC Range: 30,000 - 45,000 CTC
Performance-based incentives to reward high achievers.
Clear career progression opportunities within the wealth management domain.
Ideal Candidate Profile
Experienced in banking or financial product sales.
Skilled in both relationship management and cold acquisition.
Ambitious, target-driven, and motivated to grow in the financial advisory space.
Passionate about helping clients achieve their financial goals.
Why Join Us?
Opportunity to work with a SEBI-registered financial advisory firm.
Exposure to a wide range of financial products and client segments.
Performance-driven culture with strong rewards and recognition.
A platform to build a long-term career in wealth management.
