Posted:2 months ago| Platform: Linkedin logo

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On-site

Job Type

Full Time

Job Description

Company Description

Finnov8 Capital, founded in 2018 by CA Sachin Saluja, provides wealth management & Financial Planning Services such as Retirement Planning, Goal-based Investments, Mutual Funds, Trading in Index Derivatives & Insurance Solutions.


Role Description

This is a full-time on-site Sales Executive role located in Jalandhar. The Sales Executive will be responsible for building and maintaining customer relationships, identifying new business opportunities, and achieving sales targets. The role involves providing financial planning services to clients and promoting the company's Kubera Wealth Division which is primarily in Mutual Funds.


Qualifications

  • Proven sales experience in the financial services industry
  • Strong negotiation and communication skills
  • Knowledge of wealth management and financial planning services
  • Ability to work independently and as part of a team
  • Customer-focused mindset and ability to build rapport with clients
  • Bachelor's degree in Finance, Business, or related field


*** Candidates must have experience in Mutual Fund Industry ***


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