Job Description
Profile insights
Here’s how the job qualifications align with your profile.
Skills
Sales management
(required)
Sales
(required)
Business development
(required)
+ show more
Do you have experience in Sales management?
Languages
English
Job details
Here’s how the job details align with your profile.
Pay
₹25,000 - ₹35,000 a month
Job type
Permanent
Full-time
Shift and schedule
Day shift
Location
Bengaluru, Karnataka
Full job description
About Us:
We are a dynamic wealth creation firm helping individuals and businesses build and manage wealth through personalized financial strategies. From mutual funds to alternative investments, we focus on long-term value creation and trusted advisory.
Key Responsibilities:
Identify and onboard new clients through networking, cold calling, and client referrals
Pitch wealth creation solutions including mutual funds, insurance, PMS, and other financial products
Build and nurture long-term relationships with clients by understanding their financial goals
Maintain regular communication with existing clients for upselling and cross-selling
Track and achieve monthly/quarterly sales targets
Stay updated on industry trends, product knowledge, and market developments
Maintain accurate records of leads, conversions, and client feedback using CRM tools
Ability to understand client needs and offer suitable investment products
Basic understanding of mutual funds, insurance, and capital markets
Excellent communication and interpersonal skills
What We Offer:
Performance-based incentives and bonuses
A collaborative and entrepreneurial work environment
Continuous learning opportunities and product training
Opportunity to grow with a fast-scaling wealth advisory firm
Job Types: Full-time, Permanent
Pay: ₹25,000.00 - ₹35,000.00 per month
Schedule:
Day shift
Supplemental Pay:
Performance bonus
Language:
English (Preferred)
Work Location: Remote
Here’s how the job qualifications align with your profile.
Skills
Sales management
(required)
Sales
(required)
Business development
(required)
+ show more
Do you have experience in Sales management?
Languages
English
Job details
Here’s how the job details align with your profile.
Pay
₹25,000 - ₹35,000 a month
Job type
Permanent
Full-time
Shift and schedule
Day shift
Location
Bengaluru, Karnataka
Full job description
About Us:
We are a dynamic wealth creation firm helping individuals and businesses build and manage wealth through personalized financial strategies. From mutual funds to alternative investments, we focus on long-term value creation and trusted advisory.
Key Responsibilities:
Identify and onboard new clients through networking, cold calling, and client referrals
Pitch wealth creation solutions including mutual funds, insurance, PMS, and other financial products
Build and nurture long-term relationships with clients by understanding their financial goals
Maintain regular communication with existing clients for upselling and cross-selling
Track and achieve monthly/quarterly sales targets
Stay updated on industry trends, product knowledge, and market developments
Maintain accurate records of leads, conversions, and client feedback using CRM tools
Ability to understand client needs and offer suitable investment products
Basic understanding of mutual funds, insurance, and capital markets
Excellent communication and interpersonal skills
What We Offer:
Performance-based incentives and bonuses
A collaborative and entrepreneurial work environment
Continuous learning opportunities and product training
Opportunity to grow with a fast-scaling wealth advisory firm
Job Types: Full-time, Permanent
Pay: ₹25,000.00 - ₹35,000.00 per month
Schedule:
Day shift
Supplemental Pay:
Performance bonus
Language:
English (Preferred)
Work Location: Remote
💡 Quick Summary
Seeking a career-building opportunity? The Sales manager position is now open for candidates interested in the Work from home Jobs sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.
