Sales Manager

Wealth Escalator by JRG Financial Services Pvt Ltd is a growing financial services firm specializing in the distribution of mutual funds, insurance, and investment solutions. The company focuses on helping clients achieve their financial goals through personalized investment strategies and financial planning. With a strong commitment to client relationships and long-term wealth creation, the firm aims to expand its presence in financial and wealth management services. We are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and recommending appropriate mutual fund and insurance products. This position offers an excellent opportunity to grow within the financial services and wealth management sector, while helping clients achieve their long-term financial goals. Client Acquisition & Business Development

• Wealth Escalator by JRG Financial Services Pvt Ltd is a growing financial services firm specializing in the distribution of mutual funds, insurance, and investment solutions. The company focuses on helping clients achieve their financial goals through personalized investment strategies and financial planning. With a strong commitment to client relationships and long-term wealth creation, the firm aims to expand its presence in financial and wealth management services. We are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and recommending appropriate mutual fund and insurance products. This position offers an excellent opportunity to grow within the financial services and wealth management sector, while helping clients achieve their long-term financial goals. Client Acquisition & Business Development
• Identify and acquire new clients for mutual fund and insurance products.
• Build a strong pipeline through referrals, networking, and relationship-building. Financial Services
• Conduct financial needs analysis to understand clients’ goals and risk appetite.
• Recommend suitable investment and insurance solutions based on client requirements. Client Relationship Management
• Develop and maintain long-term relationships with clients.
• Provide regular updates and support regarding their investments and financial plans. Market & Product Knowledge
• Stay updated with market trends, financial products, and regulatory changes.
• Continuously enhance knowledge to provide relevant and timely financial advice. Compliance & Process Adherence Ensure all activities comply with company policies, industry regulations, and documentation standards.

Requirements

• Basic understanding of personal finance concepts – investments, insurance, and taxation.
• Strong attention to detail and analytical thinking.
• Effective communication skills.
• Excellent time management and attention to detail.
• Client-centric attitude and problem-solving ability.
• High standards of ethics, confidentiality, and professionalism.

Benefits

• Competitive Salary + Attractive Performance Incentives
• Group Health Insurance
• Gratuity

Benefits

• Leave Encashment

. Client Relationship Management

Develop and maintain long-term relationships with clients.

Provide regular updates and support regarding their investments and financial plans. Market & Product Knowledge

Stay updated with market trends, financial products, and regulatory changes.

Continuously enhance knowledge to provide relevant and timely financial advice. Compliance & Process Adherence Ensure all activities comply with company policies, industry regulations, and documentation standards.

Requirements

• Basic understanding of personal finance concepts – investments, insurance, and taxation.
• Strong attention to detail and analytical thinking.
• Effective communication skills.
• Excellent time management and attention to detail.
• Client-centric attitude and problem-solving ability.
• High standards of ethics, confidentiality, and professionalism.

Benefits

• Competitive Salary + Attractive Performance Incentives
• Group Health Insurance
• Gratuity

Benefits

• Leave Encashment