Wealth Manager (Mutual Fund) Inside Sales

We’re seeking a proactive and client-focused Wealth Manager to join our team. In this role, you’ll engage with prospects via WhatsApp and phone calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them smoothly through the sales funnel. You’ll also be responsible for maintaining accurate CRM data, achieving sales targets, and ensuring high client satisfaction.

Key Responsibilities

• Communicate with prospects through WhatsApp and phone calls (no in-person visits).
• Clearly explain mutual fund products and platform features.
• Qualify leads and guide them through the sales process to conversion.
• Keep CRM systems updated with accurate and timely information.
• Consistently achieve or exceed individual sales targets.

Requirements

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

Job Type: Full-time

Job Type: Full-time

Pay: ₹35,000.00 - ₹50,000.00 per month

Application Question(s):

• Current Salary?

Work Location: In person