Posted:6 hours ago| Platform: Linkedin logo

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Job Type

Full Time

Job Description

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

Sales Officer

  • 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


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