Posted:1 week ago|
Platform:
On-site
Full Time
Company Overview – Wealthwise Financial Services
Established in 2004, headquartered in Noida
- Leading provider of investment & wealth management solutions across India
- Expertise in Mutual Funds, Insurance, and Portfolio Management Services (PMS)
- Managing over ₹100 Crore AUM with 2,500+ satisfied investors
- Led by Managing Director – Mr. Pramod Kumar Saraswat
Mission: To deliver personalized advice and a smooth investment journey for individuals & corporates
Position: Operation & Sales Manager (Full-Time )
Key Responsibilities
- Develop and implement effective sales strategies to achieve targets
- Build and maintain strong client relationships
- Identify new business opportunities and market trends
- Lead, guide & motivate the sales team for high performance
- Analyze sales reports & data to support decision-making
- Maintain smooth coordination with internal teams and clients
Desired Qualifications
- Proven experience in Sales, Business Development & Client Relationship Management
- Knowledge of Mutual Funds, Insurance & PMS
- Strong communication, negotiation & interpersonal skills
- Ability to strategize, solve problems & achieve results
- Proficiency in MS Office & CRM software
- Graduation required (MBA preferred)
- Experience in financial services industry is an added advantage
Note - Candidates currently residing in Noida or nearby areas will be strongly preferred.
Job Type: Full-time
Pay: ₹20,000.00 - ₹35,000.00 per month
Work Location: In person
wealthwise Financials Services
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