Key Responsibilities Work on selling investment products and services to customers based on their needs. Work on handling customer queries and managing customer relationships, and ensure client satisfaction and retention. Identify opportunities for products and achieve assigned sales targets Manage day-to-day operations to ensure smooth execution of client transactions, documentation, and follow-ups. About Company: Based in Dehradun, Marigold Wealth is dedicated to empowering clients to achieve financial success. As a trusted distributor and advisor, we offer a range of equity products, fixed-income solutions, mutual funds, and Portfolio Management Services (PMS). Through our partnership with Motilal Oswal Financial Services, we bring expert support for equities, bonds, NCDs, and PMS offerings. Our mission is simple: to help ordinary individuals become millionaires within their lifetime. Show more Show less
About the job: Key responsibilities: 1. Work on selling investment products and services to customers based on their needs. 2. Work on handling customer queries and managing customer relationships, and ensure client satisfaction and retention. Identify opportunities for products and achieve assigned sales targets 3. Manage day-to-day operations to ensure smooth execution of client transactions, documentation, and follow-ups. Who can apply: Only those candidates can apply who: Salary: ₹ 2,00,000 - 2,50,000 /year Experience: 0 year(s) Deadline: 2025-06-29 23:59:59 Skills required: Sales and Effective Communication Other Requirements: 1. BBA or MBA graduates. 2. Freshers or up to 2 years of experience. 3. Strong communication and sales skills. About Company: Based in Dehradun, Marigold Wealth is dedicated to empowering clients to achieve financial success. As a trusted distributor and advisor, we offer a range of equity products, fixed-income solutions, mutual funds, and Portfolio Management Services (PMS). Through our partnership with Motilal Oswal Financial Services, we bring expert support for equities, bonds, NCDs, and PMS offerings. Our mission is simple: to help ordinary individuals become millionaires within their lifetime.
Responsibilities 1. Work on selling investment products and services to customers based on their needs. 2. Work on handling customer queries and managing customer relationships, and ensure client satisfaction and retention. Identify opportunities for products and achieve assigned sales targets 3. Manage day-to-day operations to ensure smooth execution of client transactions, documentation, and follow-ups. Qualifications 1. BBA or MBA graduates. 2. Freshers or up to 2 years of experience. 3. Strong communication and sales skills Show more Show less
Key Responsibilities Work on selling investment products and services to customers based on their needs. Work on handling customer queries and managing customer relationships, and ensure client satisfaction and retention. Identify opportunities for products and achieve assigned sales targets Manage day-to-day operations to ensure smooth execution of client transactions, documentation, and follow-ups. About Company: Based in Dehradun, Marigold Wealth is dedicated to empowering clients to achieve financial success. As a trusted distributor and advisor, we offer a range of equity products, fixed-income solutions, mutual funds, and Portfolio Management Services (PMS). Through our partnership with Motilal Oswal Financial Services, we bring expert support for equities, bonds, NCDs, and PMS offerings. Our mission is simple: to help ordinary individuals become millionaires within their lifetime. Show more Show less
Key responsibilities: 1. Work on selling investment products and services to customers based on their needs. 2. Work on handling customer queries and managing customer relationships, and ensure client satisfaction and retention. Identify opportunities for products and achieve assigned sales targets 3. Manage day-to-day operations to ensure smooth execution of client transactions, documentation, and follow-ups. Other Requirements: 1. BBA or MBA graduates. 2. Freshers or up to 2 years of experience. 3. Strong communication and sales skills. 4. Candidates who are from Dehradun.
About the job: Key responsibilities: 1. Work on selling investment products and services to customers based on their needs 2. Work on handling customer queries and managing customer relationships, and ensure client satisfaction and retention. Identify opportunities for products and achieve assigned sales targets 3. Manage day-to-day operations to ensure smooth execution of client transactions, documentation, and follow-ups Who can apply: Only those candidates can apply who: Salary: ₹ 2,00,000 - 3,00,000 /year Experience: 0 year(s) Deadline: 2025-07-31 23:59:59 Skills required: Sales Other Requirements: 1. BBA or MBA graduates 2. Freshers or up to 2 years of experience 3. Strong communication and sales skills About Company: Based in Dehradun, Marigold Wealth is dedicated to empowering clients to achieve financial success. As a trusted distributor and advisor, we offer a range of equity products, fixed-income solutions, mutual funds, and Portfolio Management Services (PMS). Through our partnership with Motilal Oswal Financial Services, we bring expert support for equities, bonds, NCDs, and PMS offerings. Our mission is simple: to help ordinary individuals become millionaires within their lifetime.
Company Description At Marigold Wealth, we offer expert advisory and distribution services for equity, fixed income products, mutual funds, and Portfolio Management Services (PMS). We provide tailored investment solutions to help clients achieve their financial goals. Trust us for personalized, reliable guidance on the journey to wealth creation. Role Description This is a full-time, on-site role for Sales Officer located in Dehradun. The Sales Officer will be responsible for: Building and managing client relationships Assisting in demat & trading accounts, mutual funds, and third-party products (motor, health, SME, and travel insurance) Generating leads and driving sales operations Providing customer service and understanding client financial goals to recommend suitable investment solutions Qualifications Bachelor’s degree in Business, Finance, Marketing, or related field (BBA or MBA preferred) Freshers with enthusiasm to build a career in financial services are welcome Prior experience in the financial industry is an advantage