Sales Executive ( Wealth Management )

Sales Customer Wealth Management

Location: JP Nagar ,Bangalore

Experience: 1-3 Years

No. Of Positions: 2

6 working days ( alternative Saturday Leaves )

9:30 AM to 6:30 PM

Salary: 25,000 30,000 per month

Hindi & english are mandatory

Interview mode : online

About the Role:

We are seeking a dynamic and results-driven Sales Customer Manager with 1-3 years

of mandatory experience in Wealth Management. The ideal candidate will be

responsible for driving sales, managing client relationships to meet clients financial

goals.

Key Responsibilities:

Make sales calls to interested leads and explain the product.

Understand client needs and recommend appropriate stocks.

Build strong, lasting client relationships through regular follow-ups and market

updates.

Stay updated on market trends, financial products, and competitor offerings.

Collaborate with internal teams to ensure smooth onboarding and client

servicing.

Address client queries and provide timely solutions to ensure high customer

satisfaction.

Requirements:

1-3 years of proven experience in Wealth Management (Mandatory).

Strong knowledge of financial markets, investment products, and wealth

solutions.

Excellent communication and inter personal skills.

Ability to meet sales targets and work in a fast-paced environment.

Customer-focused with strong problem-solving skills.

Bachelor's degree in Finance, Business, or a related field.

Why Join Us

Competitive salary and benefits.

Opportunity to work in a collaborative and forward-thinking environment

Room for professional growth and skill development.