Sales Associate Jobs Opening in Wealthmax Financials at Delhi-Others, Faridabad-Others, Noida-Others, Faridabad, Noida, Delhi
Job Description
Job Specification Information
· Job Title: Sales Associate / Sr. Sales Associate
· Office Location: Faridabad, Haryana
· Company: Wealthmax Financials
· Company Website : wealthmax.in
Job Summary
The primary responsibility of this role is to open new investor accounts and generate consistent monthly inflows aligned with defined targets. The ideal candidate will have a strong background in financial products and a passion for sales
Key Responsibilities
· Acquire new retail clients and open fresh mutual fund investment accounts
· Achieve monthly sales targets through SIP / Lumpsum investments
· Stay updated on market trends, fund performance, and regulatory changes
· Develop and implement effective sales strategies to achieve mutual fund sales targets.
· Identify and engage potential clients through various channels, including networking, referrals, and cold calling.
· Prepare and deliver sales proposals to potential clients.
· Collaborate with internal teams to ensure smooth onboarding and client servicing.
· Maintain accurate records of client interactions and transactions in the CRM system.
· Ensure complete and accurate documentation in line with KYC, AML, and regulatory requirements
· Follow the compliance, regulatory, and ethics requirements to deliver an exceptional client experience
Qualifications
· Bachelor’s degree in any subject in Finance, Business, or a related field.
· Relevant experience in financial sales, with a focus on mutual funds or similar investment products preferred but not mandatory
· Good communication, negotiation, and presentation skills.
· Ability to build and maintain strong client relationships.
· Self-motivated with a track record of meeting or exceeding sales targets.
· Proficiency in Microsoft Office Suite and CRM software preferred.
Benefits
· Competitive salary with target-based performance incentive.
· Paid time off and holidays.
· Professional development and training opportunities.
Wealthmax Financials is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
More information about this Sales Associate Job
Please go through the below FAQs to get all answers related to the given Sales Associate job
- What are the job requirements to apply for this Sales Associate job position?
- Ans: A candidate must have a minimum of 0 to 3+ year experience as an Sales Associate
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, M.Com, MA, BBA/BBM, BCA, MBA/PGDM, BSc, MCA, CA, CS, MSc, PG Diploma, Other Graduate, Other Post Graduate
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Sales Associate is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Sales Associate position?
- Ans: There are immediate 1 job openings for Sales Associate in our Organisation.
Job Particulars
Education B.Com, BA, M.Com, MA, BBA/BBM, BCA, MBA/PGDM, BSc, MCA, CA, CS, MSc, PG Diploma, Other Graduate, Other Post Graduate
Who can apply Freshers and Experienced (0 to 3+ Years )
Hiring Process Face to Face Interview, Virtual Interview
Employment TypeFull Time
Job Id2829439
Job Category MBA , BSc/BCA/BBM , Finance , Sales and Marketing
Locality Address Delhi-Others, Faridabad-Others, Noida-Others
State Haryana, Uttar Pradesh, Delhi
Country India
About Company
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