Khazana Associates
Website:
khazanaassociates.com
Job details:
Company Description Khazana Associates is a client-centric firm addressing critical financial and legal needs for individuals and organizations. The company offers integrated solutions across investment advisory, legal services, tax consultancy, estate planning, and stock trading, helping clients achieve financial freedom and stability. As a registered member of NSE and BSE, Khazana Associates simplifies equity trading and investment through accessible online and offline platforms. Since 2017, the firm has collaborated with empaneled partners to deliver tailored estate planning and asset protection services. Team members join a mission-driven environment focused on security, success, and positive long-term impact for clients.
Role Description The Sales Manager – Financial Services is a full-time, on-site role based in Gurgaon. This role is responsible for acquiring and managing clients across Khazana Associates’ financial and investment offerings, including mutual funds, PMS, FDs, bonds, and stock market products. Day-to-day tasks include developing and executing sales strategies, conducting client meetings, understanding financial goals, and presenting appropriate financial solutions. The Sales Manager will coordinate with internal advisory, legal, and tax teams to deliver comprehensive, compliant proposals and ensure high-quality client service. The role also involves monitoring sales performance, preparing reports, training and mentoring team members, and maintaining strong relationships with key stakeholders.
Qualifications
- Candidates should possess strong skills in Finance and Financial Services, with an understanding of investment products and wealth management concepts.
- Candidates should possess proven Sales and Sales Management skills, including pipeline development, negotiation, and closing.
- Candidates should possess Consulting skills to assess client needs, provide solutions-oriented advice, and build long-term relationships.
- Relevant experience in financial advisory, banking, wealth management, or brokerage environments is highly beneficial.
- Strong analytical abilities, numerical proficiency, and comfort with financial tools and CRM systems are preferred.
- Excellent communication and presentation skills, with the ability to explain complex financial information clearly.
- Bachelor’s degree in Finance, Business, Economics, or a related field; a postgraduate qualification or professional certification (e.g., NISM, CFP, CFA Level I) is an advantage.
- Ability to work on-site in Gurgaon, collaborate within cross-functional teams, and adhere to regulatory and compliance standards.
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