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.