Rurash Financials Private Limited
Website:
rurashfin.com
Job details:
The Sales Executive – Wealth Products will support client acquisition and relationship management by promoting a range of wealth management products to individual and corporate clients. The role involves identifying prospective customers, assisting in investment advisory discussions, coordinating client onboarding, and achieving sales targets under the guidance of senior relationship managers.
Key Responsibilities
Client Acquisition & Relationship Management
•Identify and connect with prospective clients through referrals, networking, and outbound sales.
•Build and maintain strong client relationships by understanding their financial needs.
•Support Relationship Managers in managing HNI and retail client portfolios.
•Ensure timely follow-up with leads and existing clients.
Wealth Product Sales
•Promote and explain the company's wealth management products, including:
o Mutual Funds
o Bonds & Fixed Income Products
o Portfolio Management Services (PMS)
o Alternative Investment Funds (AIFs)
o Insurance Solutions
o Unlisted Shares & Pre-IPO Opportunities
o Demat Account Opening and Dematerialization Services
•Explain product features, benefits, risks, and suitability to clients.
Qualifications & Experience
• Bachelor's degree in Commerce, Finance, Business Administration, Economics, or a related field.
• 0–2 years of experience in sales, financial services, banking, insurance, or wealth management.
• Fresh graduates with strong communication and sales aptitude are encouraged to apply.
• Basic knowledge of investment products and capital markets is preferred.
Key Competencies
•Strong communication and interpersonal skills
•Sales and negotiation abilities
•Client relationship management
•Self-motivated and target-oriented
•Basic understanding of financial products
•Willingness to learn and grow in wealth management
•Professionalism and integrity
•Proficiency in MS Office and CRM tools is an added advantage
Click on Apply to know more.
