About 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
Requirements
• 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.
Benefits
• Competitive
Salary + Attractive Performance Incentives
• Group
Health Insurance
• Gratuity
Benefits
• Leave Encashment
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