Gurgaon, Haryana, India · On-site
Wealth Escalator by JRG Financial Services Pvt Ltd is a growing financial services firm specializing in the distribution of mutual funds, insurance, and investment solutions. The company focuses on helping clients achiev…
Skills: Client Acquisition, Business Development, Financial Needs Analysis, Relationship Management, Mutual Funds
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The Sales Manager is responsible for acquiring new clients and recommending suitable mutual fund and insurance products based on financial needs analysis. They must maintain long-term client relationships and ensure all activities comply with industry regulations.
Candidates should have a basic understanding of personal finance, investments, and taxation. Strong communication, analytical thinking, and a client-centric attitude are essential for this role.
Wealth Escalator by JRG Financial
Services Pvt Ltd is a growing financial services firm specializing in the
distribution of mutual funds, insurance, and investment solutions. The company
focuses on helping clients achieve their financial goals through personalized
investment strategies and financial planning.
With a strong commitment to client
relationships and long-term wealth creation, the firm aims to expand its
presence in financial and wealth management services.
We are looking for a dynamic Sales
Manager to drive business growth and build strong client relationships. The
role involves guiding clients toward suitable financial solutions by
understanding their financial needs and recommending appropriate mutual fund
and insurance products.
This position offers an excellent
opportunity to grow within the financial services and wealth management sector,
while helping clients achieve their long-term financial goals.
Client
Acquisition & Business Development
• Identify
and acquire new clients for mutual fund and insurance products.
• Build
a strong pipeline through referrals, networking, and relationship-building.
Financial
Services
• Conduct
financial needs analysis to understand clients’ goals and risk appetite.
• Recommend
suitable investment and insurance solutions based on client requirements.
Client
Relationship Management
• Develop
and maintain long-term relationships with clients.
• Provide
regular updates and support regarding their investments and financial plans.
Market
& Product Knowledge
• Stay
updated with market trends, financial products, and regulatory changes.
• Continuously
enhance knowledge to provide relevant and timely financial advice.
Compliance
& Process Adherence
• Basic
understanding of personal finance concepts – investments, insurance, and
taxation.
• Strong
attention to detail and analytical thinking.
• Excellent time management and attention to detail.
• Client-centric attitude and problem-solving ability.
• High
standards of ethics, confidentiality, and professionalism.
• Competitive
Salary + Attractive Performance Incentives
• Group
Health Insurance
• Gratuity
Benefits
• Leave Encashment
Unlock your wealth potential! Strategies for Wealth Creation & Risk Management AMFI - Registered MFD | ARN-55374
Unlock your wealth potential! Guidance on investment strategies, life insurance, mutual funds, SIPs JOIN & embark on journey toward financial success. ➤ WHAT WE DO: We help business owners to evaluate and strategise the plans required for their growth. This help them to generate personal wealth and funds required for future business growth. Regular required cash flow, pre and post retirement, helps them to spend quality time with their families without worrying about money. ➤ HOW WE DO IT: Help them to identify the cause impacting their business and personal wealth. Help them to identify the best feasible solution. Help them to monitor the impact of executed solutions. Help them to protect their liabilities to avoid negative impact on funds required for business growth. Help them to priorities the available resources for better growth. ➤ WHAT MAKES US DIFFERENT: Our strategies empower them to find the cause and rectify the cause of problem at the earliest. Once problem is resolved, it helps growth positively. We help you to transform your financial life. Let’s have a no-pressure conversation. Here’s our calendar: https://calendly.com/rajiv-nayar/introductory-meeting
Offices: Spazedge, Tower B, Office no. 509-510, Sector 47, Gurgaon, Haryana 122018, IN · Spazedge, Tower B, Office no. 509-510, Sector 47, Gurgaon, Haryana 122018, IN
Unlock your wealth potential! Strategies for Wealth Creation & Risk Management AMFI - Registered MFD | ARN-55374
Unlock your wealth potential! Guidance on investment strategies, life insurance, mutual funds, SIPs JOIN & embark on journey toward financial success. ➤ WHAT WE DO: We help business owners to evaluate and strategise the plans required for their growth. This help them to generate personal wealth and funds required for future business growth. Regular required cash flow, pre and post retirement, helps them to spend quality time with their families without worrying about money. ➤ HOW WE DO IT: Help them to identify the cause impacting their business and personal wealth. Help them to identify the best feasible solution. Help them to monitor the impact of executed solutions. Help them to protect their liabilities to avoid negative impact on funds required for business growth. Help them to priorities the available resources for better growth. ➤ WHAT MAKES US DIFFERENT: Our strategies empower them to find the cause and rectify the cause of problem at the earliest. Once problem is resolved, it helps growth positively. We help you to transform your financial life. Let’s have a no-pressure conversation. Here’s our calendar: https://calendly.com/rajiv-nayar/introductory-meeting
Offices: Spazedge, Tower B, Office no. 509-510, Sector 47, Gurgaon, Haryana 122018, IN · Spazedge, Tower B, Office no. 509-510, Sector 47, Gurgaon, Haryana 122018, IN
