Financial Coach (Relationship Manager )

Company Description

Wealth Escalator helps business owners evaluate and strategize plans required for their growth, enabling them to generate personal wealth and secure funds for future business growth. By identifying issues impacting their business and personal wealth, we provide actionable solutions and monitor their outcomes. Our distinct strategies empower clients to address problems early, promoting positive growth and financial stability. Based in Gurugram, we support clients in transforming their financial lives.

Role Description

The Financial Coach will focus on business development, client relationships management, and guiding customers toward the right financial solutions. This role offers an excellent opportunity to grow in the financial services sector. While helping clients achieve their financial goals.

Qualifications

• Financial Coaching and Financial Education skills
• Build and maintain long-term client relationships
• Acquire new clients for mutual fund and insurance products
• 2–4 years of experience in Mutual Fund and Insurance sales

   • Strong understanding of financial products

   • Excellent communication and interpersonal skills

   • Proven track record in client acquisition

   • Bachelor’s degree in any discipline