0 years

3 - 6 Lacs

Posted:1 day ago| Platform: GlassDoor logo

Apply

Skills Required

Work Mode

On-site

Job Type

Full Time

Job Description

We are looking for a proactive and client-focused Wealth Manager to join our team. In this role, you will connect with prospects via WhatsApp and calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them through the sales funnel. You will be responsible for keeping our CRM updated with accurate data, meeting or exceeding sales targets, and maintaining high levels of client satisfaction.

Key Responsibilities:

  • Connect with prospects via WhatsApp and calls (no field visits)
  • Explain mutual fund products and platform features
  • Qualify leads and guide them through the sales process
  • Keep CRM updated with accurate data
  • Consistently meet or exceed sales targets

Requirements:

  • Fluent in English and Hindi
  • Full-time availability
  • Strong interest in financial products, especially mutual funds

Job Type: Full-time

Pay: ₹30,000.00 - ₹50,000.00 per month

Application Question(s):

  • Current Salary?

Work Location: In person

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You

kolkata, west bengal, india

gurugram, haryana, india