Sales Executive in Dehradun

Job Description

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