Wealth Management Sales Associate

You will be part of the Sales Team at WealthBox as a Sales Associate in the Wealth Management vertical. Your main responsibilities will include: - Identifying and acquiring new customers through direct and referral channels. - Promoting various investment products like Mutual Funds, SIPs, Insurance, Bonds, and other wealth management solutions. - Building and nurturing client relationships to ensure long-term engagement. - Achieving monthly and quarterly sales targets. - Maintaining accurate documentation of client interactions and transactions. - Providing after-sales support to ensure high customer satisfaction. - Keeping abreast of market trends, investment products, and regulatory changes. To be eligible for this position, you should meet the following requirements: - Education: Graduate / Post-Graduate in Commerce, Finance, Business Administration, or related fields. - Experience: 02 years (Freshers with good communication skills may also apply). - Possess strong communication, persuasion, and interpersonal skills. - Knowledge of financial products and markets is preferred. - Should be target-driven, self-motivated, and goal-oriented. About WealthBox: WealthBox is a company that focuses on providing wealth management solutions to its clients. They offer a competitive compensation package along with attractive incentives based on sales achievement. Additionally, there are opportunities for career growth within the Wealth Management vertical, along with training and mentorship for enhancing product knowledge and sales skills. If you are interested in this role, you may contact Pavan Pandit at WealthBox via mobile at +91 98860 21445 or visit their website at www.wealthbox.co.in.,