Job Description

Ashvvy Investment is a trusted name in financial planning and wealth management, managing assets worth over ₹350 crore and serving more than 4,000 clients across the world. Our offerings span Mutual Fund Distribution, Portfolio Management Services (PMS), specialised Alternative Investment Funds (AIFs) and Structured Investment Funds (SIFs), Stock Investments and Trading, Risk Management Services, Fixed Deposits, and other Fixed Income products. As we continue to grow, we are looking to onboard a motivated Sales Development Representative to join our expanding team.

We are committed to helping individuals and families achieve long-term financial security through sound investment guidance, and we are seeking a driven professional to help us reach and engage prospective clients.

Key Responsibilities:

Identify and connect with potential clients interested in our range of financial planning and investment solutions
Qualify leads and schedule meetings for the advisory team
Understand client requirements and effectively communicate relevant offerings across mutual funds, PMS, AIFs/SIFs, stocks and trading, and fixed income products
Maintain accurate records of lead status and follow-ups in the CRM system
Consistently work towards and achieve outreach and lead-generation targets

Desired Candidate Profile:

Strong communication and interpersonal skills
A proactive and results-oriented approach to work
Basic understanding of financial and investment products such as mutual funds, PMS, AIFs, stocks, and fixed income instruments (training will be provided)
Prior experience in sales development, tele-calling, or financial services will be an advantage, though not mandatory
Comfortable working with CRM tools and meeting performance targets

What We Offer:

The opportunity to build a career with a growing organisation in the financial services sector
A competitive fixed salary along with performance-based incentives
Structured learning and career progression within the BFSI industry
A collaborative work environment with mentorship from experienced professionals

Location: Noida (preferably in Sector 62)

Employment Type: Full-time

Interested candidates are encouraged to apply. Referrals are welcome