Savitr Investments

Company Description Welcome to Savitr Investments Your Partner in Smarter Wealth Management! At Savitr Investments, we go beyond transactionswe create long-term financial journeys. As a registered sub-broker with Motilal Oswal, our mission is to simplify investing and empower individuals, families, and businesses with innovative financial solutions. From Loans, PMS, AIFs, Insurance, Mutual Funds, and Unlisted/pre-IPO deals to long-term financial planning, we provide a comprehensive suite of services designed to help clients achieve stability, growth, and financial freedom. Our approach is client-first, with a focus on trust, transparency, and tailored strategies. Role Description This is a remote, assignment-based Sales Associate role at Savitr Investments. As part of our sales team, you will be responsible for: Generating leads and identifying potential clients interested in Loans, PMS, AIFs, Insurance, Mutual Funds, and Unlisted/pre-IPO deals Conducting outreach and building client relationships through calls, emails, and digital platforms Educating prospects on financial products and tailoring solutions to client needs Supporting in the development of sales strategies and client presentations Driving growth by successfully converting assignments into long-term relationships This role offers hands-on exposure to the wealth management and financial services industry , along with the chance to work on niche products like unlisted and pre-IPO opportunities . Qualifications Strong communication and interpersonal skills Passion for client engagement and relationship building Basic understanding of financial products (Loans, PMS, AIFs, Insurance, Mutual Funds, Unlisted/Pre-IPO Deals) Ability to work independently in a remote setup Goal-oriented with a proactive sales mindset Good organizational and time management skills Currently pursuing or recently completed a degree in Business, Marketing, Finance, or related fields Prior sales/finance exposure will be an added advantage Show more Show less