Wealth Officer

2 weeks ago

Ahmedabad, Gujarat, India Ocean Finvest Full time

Position: Wealth Officer

Sales Location: Ahmedabad 

Employment Type: Full Time 

Reports To: Manager

About the Company:-

Ocean Finvest India Private Limited, a reputable AMFI and SEBI-registered financial advisory firm committed to providing cutting-edge wealth management and financial solutions. Since our founding in 2014, we have managed portfolios with an astounding AUM of ₹6000+ crore, empowering over 5000 families, investors, and businesses.

This is a full-time role at Ocean Finvest India Pvt. Ltd. The role will be located in Ahmedabad. The Person will be responsible for developing and maintaining relationship with institutional and retail clients.

Qualification:- Any Graduate with good sales and communication skills MBA in marketing will be an added advantage Excellent presentation skill 2+ years of experience

KEY RESPONSIBILITIES:-

  • Have an in-depth understanding of all the investment products like mutual funds, direct equity, PMS, AIF, Small case, Insurance etc.
  • Stay abreast of market developments, trends, and regulations related to all investment products.
  • Identify new business opportunities and acquiring potential clients through cold outreach, referrals, and networking and leverage existing client relationships to drive sales growth.
  • Schedule and conduct meetings, presentations, and other events to promote products and build relationships through collaborating with HR's of respective companies
  • Work with research teams to deliver comprehensive services to clients
  • Prepare and present detailed reports to clients and internal stakeholders.
  • Stay abreast of market developments, trends, and regulations.

WHY JOIN US:-

  • Great work environment
  • Opportunity to work with experienced and supportive team
  • Develop your skills and grow in a results-driven, empowering environment
  • Competitive incentives and recognition for outstanding performance.

WHAT YOU NEED TO EXCEL:- We need candidates to have following skills

  • A genuine passion for sales
  • On technical side – MS Office (Excel, PowerPoint) & Google Suite
  • Must possess good communication & Interpersonal skills

Key Skills and Qualifications:-

  • Bachelor's or Master's degree.
  • Proven experience in sales (1– 3 years or more).
  • Excellent decision-making skills.
  • Ability to perform under pressure.
  • High level of integrity, accuracy, and attention to detail.

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