Investment Sales Consultant Weekday (YC W21)

2.0 - 15.0 years

0 Lacs

delhi

On-site

This role is for one of our clients in the Sales industry, based in Delhi. As a Mid-Senior level Investment Sales Consultant, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include promoting mutual fund solutions, nurturing investor relationships, and driving revenue across retail and HNI segments. Your role will involve client acquisition, lead generation, client engagement, advisory services, product consultation, sales closure, market tracking, insights sharing, reporting, and compliance. You will be responsible for proactively identifying and onboarding new investors through various channels, maintaining a pipeline of high-potential leads, and offering personalized investment advice based on clients" needs. Your goal will be to promote and sell mutual funds and related investment products, achieve revenue targets, stay updated on market movements, and ensure compliance with regulatory standards. To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual funds, wealth management, banking, or insurance. Additionally, certifications such as NISM VA, CFP, or AMFI would be advantageous. Strong interpersonal skills, consultative selling abilities, and a deep understanding of retail investment products are essential. Fluency in English and at least one regional language is required. Having an existing network in the financial advisory or wealth space, experience with HNI clients, exposure to investment platforms, CRM tools, or wealth-tech products would be beneficial. You will have the opportunity to be part of a purpose-driven team, access a strong product suite and marketing support, and benefit from a competitive salary with an uncapped incentive model. Transparent career growth opportunities within sales or advisory leadership are also provided. If you are passionate about wealth management, enjoy advising clients on investment strategies, and are energized by closing deals, this role offers a rewarding opportunity to grow within one of India's most exciting financial platforms.,

Posted 1 week ago

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