We're seeking a motivated Sales Officer to join our growing team. In this role, you will be responsible for promoting and selling financial products, including mutual funds, motor and health insurance and other financial products. You'll work with clients to understand their needs and provide tailored solutions that build their wealth and financial security.
Key Responsibilities:
1. Acquire and manage client relationships through proactive outreach and effective communication.
2. Promote mutual funds, demat accounts, and insurance products to prospective and existing clients.
3. Educate clients on product benefits and provide recommendations to suit their financial goals.
4. Achieve sales targets through consistent follow-ups and relationship management.
Why join us?
1. Flexible working environment, with support for candidates resuming their careers.
2. Professional growth opportunities and skill-building in financial sales.
3. Rewarding incentives for meeting sales goals.
If you're enthusiastic about helping people make informed financial decisions and eager to grow in the finance sector, we'd love to hear from you!
1. Bachelor’s or master’s degree in business administration (BBA/MBA).
2. Strong interpersonal and communication skills.
3. Ability to work independently and as part of a team.
4. Prior experience in sales or customer service is a plus, but not required.
Annual CTC: ₹ 2,00,000 /year
Based in Dehradun, Marigold Wealth is dedicated to empowering clients to achieve financial success. As a trusted distributor and advisor, we offer a range of equity products, fixed-income solutions, mutual funds, and Portfolio Management Services (PMS). Through our partnership with Motilal Oswal Financial Services, we bring expert support for equities, bonds, NCDs, and PMS offerings. Our mission is simple: to help ordinary individuals become millionaires within their lifetime.
