Website:
incrediblewealth.in
Job details:
Company Description Incredible Wealth Private Limited is a comprehensive wealth management firm serving a wide range of clients, from individuals starting with ₹5,000 SIPs to those managing portfolios up to ₹5 crore. With over 20 years of industry experience, the company combines technology-enabled services with personalized human advisory to deliver tailored solutions. Its offerings include mutual funds, PMS/AIF, life insurance, and goal-based financial planning. The firm focuses on helping clients build, protect, and optimize wealth through disciplined, research-driven investment approaches.
Position
Executive – Investment Sales
Department
Sales & Business Development
Location
Noida
Experience
0–2 Years
Employment Type
Full-Time
About the Role
We are looking for a dynamic and result-oriented Executive – Investment Sales to join our growing wealth management team. The ideal candidate should have 0–2 years of experience in selling or advising investment products such as Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Life Insurance. The candidate should possess excellent communication skills, relationship-building abilities, and a passion for helping clients achieve their financial goals.
Key Responsibilities
- Generate new business through lead generation, referrals, networking, and client meetings.
- Promote and sell Mutual Funds, PMS, AIF, and Life Insurance products.
- Understand clients' financial goals and recommend suitable investment solutions.
- Build and maintain long-term relationships with clients.
- Follow up on leads and convert prospects into customers.
- Assist clients with KYC, account opening, and investment documentation.
- Coordinate with the operations team for timely execution of transactions.
- Keep clients updated on market developments and new investment opportunities.
- Achieve monthly and quarterly sales targets.
- Maintain accurate records of client interactions and sales activities.
- Ensure compliance with applicable regulatory guidelines and company policies.
Educational Qualification
- Graduate in Commerce, Finance, Management, Economics, or any related discipline.
- MBA (Finance/Marketing) will be an added advantage.
- NISM Mutual Fund Distributor Certification will be preferred.
Experience
- 0–2 years of experience in Mutual Funds, Wealth Management, Insurance, Banking, NBFC, Broking, or Financial Services.
- Freshers with excellent communication skills and relevant certifications may also apply.
Desired Skills
- Basic understanding of Mutual Funds, PMS, AIF, and Life Insurance products.
- Strong communication, presentation, and interpersonal skills.
- Sales-oriented mindset with the ability to achieve targets.
- Good negotiation and relationship management skills.
- Working knowledge of MS Office and CRM tools.
- Self-motivated, confident, and eager to learn.
Compensation & Benefits
- Fixed Salary: INR 20,000 – INR 25,000 per month fixed (based on qualifications and experience).
- Performance Bonus: Attractive sales incentives based on achievement of monthly and quarterly business targets.
- Opportunity to work with a growing wealth management organization.
- Continuous learning, training, and career advancement opportunities.
Why Join Us?
- Opportunity to build a rewarding career in the wealth management industry.
- Exposure to a wide range of investment products including Mutual Funds, PMS, AIF, and Life Insurance.
- Attractive performance-based earning potential.
- Professional growth in a supportive and performance-driven work environment.
Share CV at kanchan.aggarwal@incrediblewealth.in, or call us at 9910023301
Click on Apply to know more.