Associate Sales Representative

Savitr Investments Your Partner in Smarter Wealth Management!

At Savitr Investments, we go beyond transactionswe create long-term financial journeys. As a registered sub-broker with Motilal Oswal, our mission is to simplify investing and empower individuals, families, and businesses with innovative financial solutions.

Loans, PMS, AIFs, Insurance, Mutual Funds, and Unlisted/pre-IPO deals

remote, assignment-based Sales Associate role

• Generating leads and identifying potential clients interested in

  Loans, PMS, AIFs, Insurance, Mutual Funds, and Unlisted/pre-IPO deals

• Conducting outreach and building client relationships through calls, emails, and digital platforms
• Educating prospects on financial products and tailoring solutions to client needs
• Supporting in the development of sales strategies and client presentations
• Driving growth by successfully converting assignments into long-term relationships

wealth management and financial services industry

• Strong communication and interpersonal skills
• Passion for

  client engagement and relationship building

• Basic understanding of financial products (Loans, PMS, AIFs, Insurance, Mutual Funds, Unlisted/Pre-IPO Deals)
• Ability to work

  independently in a remote setup

• Goal-oriented with a proactive sales mindset
• Good organizational and time management skills
• Currently pursuing or recently completed a degree in

  Business, Marketing, Finance, or related fields

• Prior sales/finance exposure will be an added advantage