Where2invest Limited

Role Objective: To independently generate client leads, build strong investor relationships, and achieve targets by positioning Where2Invests new investment product alongside other financial offerings in the market. Key Responsibilities : • Promote and sell Where2Invests upcoming investment product by engaging with retail, HNI, and institutional investors. • Conduct need-based financial planning for clients by considering Mutual Funds, FDs, Bonds, PMS, AIF, NPS, SGBs, and other Indian market instruments. • Independently manage the sales pipeline: prospecting, cold-calling, scheduling meetings, converting leads, and closing deals. • Achieve and exceed assigned monthly/quarterly sales targets. • Build strong client relationships by providing continuous portfolio support and establishing trust. • Compile market intelligence and competitor product knowledge to strengthen Where2Invests positioning. • Participate in investor awareness events, product webinars, and presentations. • Ensure all transactions, recommendations, and interactions comply with SEBI/RBI/AMFI standards and internal company policies. Desired Candidate Profile • Education: Graduate/Postgraduate in Finance, Economics, or related fields. MBA in Finance/Marketing is desirable. • Experience: 1-2 years in sales of financial products such as Mutual Funds, PMS, AIF, Bonds, Insurance, or Banking assets. Proven record of meeting or exceeding sales targets preferred. • Finance Knowledge: Thorough exposure to investment distribution and ability to explain product features to both retail and high-net-worth individuals. • Certifications: NISM certifications (Mutual Fund VA, Equity Derivatives VIII, Research Analyst XV, Investment Adviser XA & XB, etc.) will be given preference. • Skills Required: o Strong financial acumen with client-facing confidence o Excellent negotiation and sales closing skills o Relationship management with both individuals and corporate clients o Self-driven and capable of working with minimal supervision o Good MS Excel / CRM knowledge for maintaining sales records What We Offer • Attractive fixed salary + lucrative incentive structure (latter stage) • Opportunity to work on new-age investment product launches in India • Accelerated career growth into Relationship Manager, Wealth Manager, or Team Leader roles • Recognition-based rewards for outstanding performers Career Path Both Fresher and Experienced profiles will be groomed for growth into: • Wealth Manager • Relationship Manager • Sales Head / Channel Manager • Investment Distribution & Advisory Specialist sibilities Preferred candidate profile