Wealth Manager
1 week ago
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
Job Type: Full-time
Pay: ₹30, ₹70,000.00 per month
Work Location: In person
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