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
Key Responsibilities Backend Development Develop and maintain RESTful APIs using Django and Django REST Framework Design and manage database schemas using PostgreSQL/MySQL for scalability and performance Create and optimize Django models to efficiently represent data structures Implement authentication and authorization mechanisms using JWT and OAuth2 Write clean, maintainable, and well-documented code following best practices Handle core business logic implementation Frontend Integration Build and integrate frontend components using Next.js for seamless API communication Collaborate with frontend team to ensure accurate data flow and optimal API integration Develop responsive user interfaces using HTML, CSS, and JavaScript when required Optimize frontend performance and ensure smooth user experience Ensure accurate data rendering through API integration DevOps & Deployment Write and maintain Dockerfiles for consistent environment setup across development and production Deploy, monitor, and maintain backend services in development and production environments Manage containerized applications and ensure deployment stability Handle Docker configurations for reliable deployment Code Management & Collaboration Use Git and GitHub for version control, pull requests, and code reviews Write and review pull requests, ensuring code quality and adherence to standards Merge changes from development to master branch following proper release procedures Document API specifications and maintain technical documentation Maintain up-to-date technical notes Quality Assurance Debug and fix application bugs across backend and frontend layers Refactor existing code based on performance improvements and user feedback Conduct testing to ensure application reliability and stability Update existing modules based on requirements Team Collaboration Attend daily stand-up meetings to discuss tasks, priorities, and blockers Plan and assign tasks aligned with sprint goals Collaborate with cross-functional teams including frontend developers, designers, and project managers Prepare and update release notes for every deployment highlighting new features and bug fixes Ensure smooth deployment cycles with team coordination Required Skills & Qualifications Technical Skills Strong proficiency in Python with 2-4 years of hands-on experience Expert-level knowledge of Django and Django REST Framework Experience with Next.js and modern JavaScript frameworks Solid understanding of RESTful API design and implementation Proficiency in relational databases (PostgreSQL/MySQL) including schema design and query optimization Experience with Docker and containerization concepts• Strong knowledge of Git/GitHub workflows and version control Understanding of authentication mechanisms (JWT, OAuth2) Experience with HTML, CSS, JavaScript and Bootstrap Preferred Skills Experience with data visualization and charting libraries (Plotly, Chart.js) Knowledge of trading platforms or fintech applications Familiarity with CI/CD pipelines Experience with any cloud platforms (AWS, Azure, GCP) Understanding of Agile/Scrum methodologies Soft Skills Strong problem-solving and analytical abilities Excellent communication and collaboration skills Ability to work independently and manage multiple priorities Attention to detail and commitment to code quality Proactive learner with ability to adapt to new technologies Education Bachelor's degree in Computer Science, Information Technology, or related field OR equivalent practical experience Projects You'll Work On Investment and trading platforms with real-time data processing Agricultural technology solutions connecting farmers and stakeholders Financial information portals with market data integration Algorithmic trading platforms with complex authentication and dashboard systems Backtesting platforms for trading strategies Frontend development for trading and financial websites Preferred candidate profile
Job Title: Corporate Sales Executive Department: Sales & Marketing Location: Kondapur Reports To: Sales Manager Job Summary: The Sales Executive is responsible for identifying new business opportunities, maintaining strong relationships with clients, and achieving sales targets. The role involves promoting company services, conducting market research, and ensuring customer satisfaction through excellent service and communication. Key Responsibilities: Identify and generate new business opportunities through cold calling, networking, and referrals. Develop and maintain relationships with existing and potential clients. Present and promote products/services to prospective customers. Understand customer needs and provide appropriate solutions or product recommendations. Prepare and deliver sales proposals, quotations, and presentations. Negotiate terms and close sales to achieve assigned targets. Maintain accurate records of sales activities in CRM systems. Coordinate with internal teams (marketing, operations, and finance) to ensure smooth order processing and delivery. Conduct market research to identify trends and competitor activities. Provide after-sales support and ensure high levels of customer satisfaction. Required Qualifications & Skills: Bachelors degree in Business Administration, Marketing, or a related field. Strong communication, negotiation, and interpersonal skills. Ability to work independently and meet deadlines. Strong customer service orientation and result-driven mindset. Required Qualifications & Skills: • Bachelors degree in Business Administration, Marketing, or a related field. • Strong communication, negotiation, and interpersonal skills. • Ability to work independently and meet deadlines. • Strong customer service orientation and result-driven mindset.
To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings. Key Responsibilities: Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products . Educate and guide potential investors about Where2Invest’s new product offerings and how they enhance their existing portfolio. Assist senior sales managers in client acquisition, onboarding, and servicing processes. Participate actively in financial literacy programs, product training sessions, and investor awareness initiatives . Generate new business leads through cold calling, digital marketing channels, social media outreach, and referral networks . Maintain accurate records of client interactions and ensure timely follow-ups . Adhere to ethical, transparent, and SEBI/RBI-compliant sales practices at all times. Desired Candidate Profile: Education: Graduate in Finance, Commerce, Economics, or Business. MBA/PGDM preferred. Experience: Freshers with a strong interest or exposure to financial markets and investments. Knowledge: Basic understanding of investment products such as Mutual Funds, Fixed Deposits, and Bonds. Familiarity with PMS, AIFs, and NPS is advantageous. Certifications: NISM certifications (Mutual Fund Distributor VA, Equity Derivatives VIII, Research Analyst XV, etc.) preferred but not mandatory. Skills: Passion for learning and developing a career in financial sales Strong communication and presentation skills Confidence in engaging with retail clients Self-motivated, disciplined, and goal-oriented What We Offer: Structured training program on financial products and compliant sales practices Mentorship from experienced industry professionals Competitive compensation with future scope for performance-based incentives Career progression opportunities into roles such as Wealth Manager, Relationship Manager, or Investment Advisor
To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings. Key Responsibilities: Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products . Educate and guide potential investors about Where2Invests new product offerings and how they enhance their existing portfolio. Assist senior sales managers in client acquisition, onboarding, and servicing processes. Participate actively in financial literacy programs, product training sessions, and investor awareness initiatives . Generate new business leads through cold calling, referral networks . Maintain accurate records of client interactions and ensure timely follow-ups . Adhere to ethical, transparent, and SEBI/RBI-compliant sales practices at all times. Desired Candidate Profile: Education: Graduate in Finance, Commerce, Economics, or Business. MBA/PGDM preferred. Knowledge: Basic understanding of investment products such as Mutual Funds, Fixed Deposits, and Bonds. Familiarity with PMS, AIFs, and NPS is advantageous. Certifications: NISM certifications (Mutual Fund Distributor VA, Equity Derivatives VIII, Research Analyst XV, etc.) preferred but not mandatory. Skills: Passion for learning and developing a career in financial sales Strong communication and presentation skills Confidence in engaging with retail clients Self-motivated, disciplined, and goal-oriented What We Offer: Structured training program on financial products and compliant sales practices Mentorship from experienced industry professionals Competitive compensation with future scope for performance-based incentives Career progression opportunities into roles such as Wealth Manager, Relationship Manager, or Investment Advisor