Sales Head

Job Title: Relationship Manager - Sales

Location: Thiruvananthapuram

Job Type: Full-time

Salary: ₹25,000 - ₹30,000 per month + Incentives (Up to ₹20,000)

About the Company

JDI Wealth is a financial planning and wealth management firm based in Thiruvananthapuram. The company offers investment solutions such as Mutual Funds, SIPs, Portfolio Management Services, and Retirement Planning, helping clients achieve their long-term financial goals.

Job Responsibilities

• Achieve monthly sales targets
• Promote investment and financial planning services
• Generate leads through field visits, references, and networking
• Conduct webinars, corporate client meetings and investment awareness seminars, to promote our financial products.
• Follow up with prospects, and support client onboarding
• Maintain client records and documentation

Requirements

• Graduate (MBA preferred)
• 2–3 years of experience in sales or client relationship roles
• Good communication skills in Malayalam and English
• Basic computer knowledge – MS Office, Mail drafting, etc.
• Two-wheeler with valid driving licence is mandatory
• Freshers with strong communication skills may apply

Skills

• Strong communication and presentation skills
• Goal oriented and positive mindset
• Ability to work independently
• Interest in sales of financial products