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We are looking for enthusiastic and motivated experienced people to join our team as Wealth Manager. This role offers a strong career foundation in financial sales, where you will learn to pitch and advise on Mutual Funds, Equity, Bonds, and Insurance products. You will work with provided client leads while also developing your own network, supported by structured training and mentorship. Key Responsibilities Client Engagement & Lead Development o Connect with potential clients using provided data and outreach activities. o Learn how to build a pipeline through networking, referrals, and digital channels. Sales & Advisory (Training Provided) o Understand and explain financial products such as Mutual Funds, Equity, Bonds, and Insurance. o Assist clients in identifying suitable investment solutions under guidance. o Work towards achieving monthly and quarterly sales goals. Relationship Building o Develop trust-based relationships with clients to encourage repeat business. o Ensure high standards of customer satisfaction and service. Market Learning o Stay updated on financial products and market trends through ongoing training. o Share insights with clients to build confidence in your advisory role. Required Skills & Qualifications Education: Graduate/Postgraduate in Finance, Commerce, Economics, or related field. Interest: Strong interest in financial markets, investments, and client-facing roles. Skills: Good communication, confidence in presenting ideas, and eagerness to learn sales techniques. Certifications: NISM or IRDA certifications are a plus (can be pursued after joining).

We are looking for motivated Field Sales and Loan Collection Executives to handle customer acquisition and loan recovery activities through field visits. The role involves promoting loan products, identifying new customers, explaining loan terms, collecting EMIs, and following up on overdue payments while maintaining accurate records. Candidates will be responsible for achieving assigned sales and collection targets, building strong customer relationships, and coordinating with the internal team to ensure smooth loan processing and compliance with company policies. Freshers are welcome, and candidates should be willing to work in the field with good communication skills and a customer-focused approach.

Recruitment and Development of Financial Advisor, Wealth Manager and Business Associate Team