Sales Professional

Job Description

Company Description Fortune Wings provides comprehensive financial services through a team of Certified Financial Planners. Our services include direct equity, portfolio management services (PMS), mutual funds, life and general insurance, tax planning, income tax return filing, estate planning, loans, and project loan development plans (DPR). We offer a complete basket of financial products to meet diverse client needs. Role Description This is a full-time, on-site role for a Sales Professional located in Guwahati. The Sales Professional will engage in day-to-day tasks such as identifying potential clients, managing client relationships, promoting financial products, and achieving sales targets. Additional responsibilities include providing tailored financial advice, preparing sales reports, and coordinating with the financial planning team to ensure customer satisfaction. Qualifications Sales and Client Relationship Management skills Financial product knowledge including Mutual Funds, Insurance, and Loans Strong communication and negotiation skills Proficiency in sales reporting and CRM tools Ability to work independently and within a team Bachelor's degree in Finance, Business, or related field is preferred Relevant certifications in financial planning or sales would be beneficial Experience in the financial services industry is a plus Show more Show less