We are seeking a skilled and relationship-driven Wealth Manager to join our team. The ideal candidate will be responsible for acquiring new clients, understanding their financial needs, and providing tailored investment and wealth management solutions. The role requires strong sales acumen, excellent communication, and a deep understanding of financial products and markets.

Key Responsibilities: -

• Schedule appointments for senior advisors and follow up on leads
• Proactively reach out to prospective and existing clients via phone to promote mutual fund products
• Maintain accurate records of calls, responses, and client feedback
• Work closely with the sales and advisory teams to drive business growth

Skills & Qualifications Experience: -

• Strong communication and interpersonal skills in English and regional languages
• Basic understanding of mutual funds and investment products
• Persuasive, confident, and client-friendly approach
• Ability to handle client queries with patience and professionalism
• Good organizational and follow-up skills
• Graduate in Commerce, Finance, or a related field (preferred)
• 1–2 years of experience in financial services or tele-calling preferred
• Freshers with strong communication skills are also encouraged to apply

If you are interested in this position, please let me know and apply on my Mail ID at laxmi.patel@sperton.com