About the job: Key responsibilities: 1. Lead Generation & Outreach Proactively identify and qualify prospects via cold calls, referrals, and digital channels. Build and maintain a pipeline of potential clients interested in share market investments, loans, credit cards, insurance, and other financial solutions. 2. Needs Assessment & Solution Design Engage clients in discovery conversations to understand their financial objectives and constraints. Recommend customized portfolios and financial products (mutual funds, equities, insurance plans, credit facilities) that align with their goals. 3. Sales Targets & Performance Tracking Consistently achieve or exceed monthly and quarterly sales quotas, both for new acquisitions and upsell/cross sell opportunities. Log all activities and results in the CRM system, analyze your own performance metrics, and identify areas for improvement. Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 2,02,000 - 3,80,000 /year Experience: 1 year(s) Deadline: 2025-06-18 23:59:59 Skills required: MS-Office, MS-Excel, Problem Solving, Coordination, English Proficiency (Spoken), Financial literacy and Effective Communication About Company: Wealth Fragma, based in Ghansoli, Maharashtra, operates in the share market and offers comprehensive financial solutions including investment planning, insurance, credit products, and tax saving strategies through a client first approach grounded in transparency and regulatory compliance; our dedicated advisors assess each client's unique needs and risk profile to craft tailored recommendations, while competitive salary and incentive structures, ongoing training programs, and a secure, technology enabled portal ensure both team performance and client satisfaction.