Mutual Fund Advisor

1 week ago

Bengaluru Karnataka, India Brainwire Analytics Full time

We are looking for a proactive and client-focused **Wealth Manager** to join our team. In this role, you will connect with prospects via WhatsApp and calls (no field visits), explain mutual fund products and platform features, qualify leads, and guide them through the sales funnel. You will be responsible for keeping our CRM updated with accurate data, meeting or exceeding sales targets, and maintaining high levels of client satisfaction.

**Key Responsibilities**:

- Connect with prospects via WhatsApp and calls (no field visits)
- Explain mutual fund products and platform features
- Qualify leads and guide them through the sales process
- Keep CRM updated with accurate data
- Consistently meet or exceed sales targets

**Requirements**:

- Fluent in English and Hindi
- Full-time availability
- Strong interest in financial products, especially mutual funds

Pay: ₹35,000.00 - ₹50,000.00 per month

Application Question(s):

- Current Salary?

Work Location: In person

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