15h Left: Associate Sales Representative

2 weeks ago

India Savitr Investments Full time
Job Description

Company Description

Welcome to Savitr Investments Your Partner in Smarter Wealth Management

At Savitr Investments, we go beyond transactionswe create long-term financial journeys. As a registered sub-broker with Motilal Oswal, our mission is to simplify investing and empower individuals, families, and businesses with innovative financial solutions.

From Loans, PMS, AIFs, Insurance, Mutual Funds, and Unlisted/pre-IPO deals to long-term financial planning, we provide a comprehensive suite of services designed to help clients achieve stability, growth, and financial freedom. Our approach is client-first, with a focus on trust, transparency, and tailored strategies.

Role Description

This is a remote, assignment-based Sales Associate role at Savitr Investments. As part of our sales team, you will be responsible for:

- Generating leads and identifying potential clients interested in Loans, PMS, AIFs, Insurance, Mutual Funds, and Unlisted/pre-IPO deals
- Conducting outreach and building client relationships through calls, emails, and digital platforms
- Educating prospects on financial products and tailoring solutions to client needs
- Supporting in the development of sales strategies and client presentations
- Driving growth by successfully converting assignments into long-term relationships

This role offers hands-on exposure to the wealth management and financial services industry, along with the chance to work on niche products like unlisted and pre-IPO opportunities.

Qualifications

- Strong communication and interpersonal skills
- Passion for client engagement and relationship building
- Basic understanding of financial products (Loans, PMS, AIFs, Insurance, Mutual Funds, Unlisted/Pre-IPO Deals)
- Ability to work independently in a remote setup
- Goal-oriented with a proactive sales mindset
- Good organizational and time management skills
- Currently pursuing or recently completed a degree in Business, Marketing, Finance, or related fields
- Prior sales/finance exposure will be an added advantage

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