Job Specification Information

• Job Title: Sales Associate / Sr. Sales Associate
• Location: Faridabad, Haryana
• Company: Wealthmax Financials

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

• Bachelors degree in any subject.
• 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.