Personal Financial Advisor/sales

2 months ago


Mohali Punjab, India Wealth Niti Full time

**About Us**: At Wealth Nitits, we’re passionate about helping individuals achieve their financial goals through smart investments. As a leading mutual fund distributor, we’re expanding our sales team and seeking a motivated Mutual Fund Sales Representative to join us.

**Role Overview**: As a Mutual Fund Sales Representative, you’ll play a crucial role in connecting clients with investment solutions. Your energy, persistence, and ability to listen will be essential in building lasting relationships.

**Responsibilities**:

- **Prospect and Educate**: Identify potential clients interested in mutual funds. Educate them about our investment products.
- **Customized Solutions**: Understand each client’s financial needs and recommend tailored mutual fund options.
- **Closing Deals**: Use your expertise to guide clients through the investment process.
- **Client Follow-Up**: Maintain relationships and provide ongoing support.

**Qualities We Value**:

- **Dynamic Approach**: Thrive in a dynamic industry? Mutual funds are ever-evolving, and so should you.
- **Self-Motivation**: Take ownership of your success. Set targets and exceed them.
- **Eager for Challenges**: Market fluctuations? Bring it on

**Requirements**:

- Previous experience in financial services or sales preferred.
- Excellent communication skills.
- Passion for investment products.

**What We Offer**:

- Competitive compensation and performance-based incentives.
- Comprehensive training and continuous learning.
- Supportive team culture.

Pay: ₹18,000.00 - ₹35,000.00 per month

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

**Speak with the employer**
+91 7009427388


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