Sales & Marketing Executive
GLP Wealth P. Ltd.Fixed
₹10,000 - ₹15,000
Average Incentives*
₹5,000
Earning Potential
₹20,000
Fixed
₹10,000 - ₹15,000
Average Incentives
₹5,000
Earning Potential
₹20,000
You can earn more incentive if you perform well
Job highlights
20 applicants
Benefits include: Annual Bonus, Travel Allowance (TA)
Job Description
- Grow Demat Client Base: Connect with new investors, explain the benefits of smart investing, and help them seamlessly open and activate Demat/Trading accounts.
- Drive Mutual Funds & SIPs: Understand client financial goals and encourage regular SIP investments to build long-term wealth for them and grow our fund book.
- Engage in Local Outreach & Campaigns: Participate in client awareness meets, local networking, and digital campaigns to generate quality investment leads.
- Smooth Onboarding & Documentation: Assist clients with complete KYC, account opening, and bank mandate setup with high accuracy and speed.
- Provide Top-Notch Client Support: Act as the trusted point of contact for clients, resolving their operational queries and app-related questions promptly.
- Conduct Regular Portfolio Reviews: Stay in touch with existing investors to share portfolio updates and help them stay on track with their financial goals.
- Ensure 100% Regulatory Compliance: Follow all SEBI and AMFI guidelines strictly, ensuring transparent and legally compliant investment transactions.
- Commit to Honest & Ethical Selling: Always put the client’s interest first—never promise unrealistic returns or mis-sell financial products.
- Maintain Secure Client Records: Keep physical and digital records organized, audit-ready, and strictly confidential.
- Track Progress in CRM & Meet Goals: Update daily client interactions in the CRM, achieve monthly milestones, and celebrate mutual growth with the firm.
Why Join GLP Wealth?
- Attractive Incentives: Competitive fixed salary plus performance-linked rewards.
- Professional Growth: Direct exposure to wealth management, market insights, and career advancement.
- Supportive Environment: Complete operational and marketing support to help you achieve your goals with pride and integrity.
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Aligarh to get hired quickly.
The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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