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and investment services pvt. ltd.
Sales Executive- Part Timeand investment services pvt. ltd. • India
Sales Executive- Part Time

Sales Executive- Part Time

and investment services pvt. ltd. • India
30+ days ago
Job description

About AND Investments

AND Investments is a boutique, advice-first wealth management firm that helps individuals, families, professionals, and businesses grow and organise their wealth through disciplined and personalised financial strategies.

We believe financial decisions should begin with understanding life priorities, not products or market trends. Our approach is built on clarity, transparency, and goal-based planning. By understanding both short-term and long-term financial goals, we help our clients make confident and informed financial decisions at every stage of life.

Responsibilities

This is a part-time, commission-based role designed for individuals who are interested in sales and client relationship building in the financial services industry.

In the beginning, there will be no fixed salary. Compensation will be performance-based through commissions. The role works on a freelance agreement, allowing you the flexibility to continue your current job, studies, or other opportunities while working with us.

  • Identify and connect with potential clients interested in mutual fund investments.
  • Explain the basics of investment opportunities and introduce clients to AND Investments.
  • Build and maintain strong relationships with clients.
  • Understand client financial goals and connect them with our advisory team.
  • Assist in expanding the client base of AND Investments.

Qualifications

  • Must be 18 years or older.
  • Open to students, individuals restarting their careers, women returning to work, and working professionals interested in freelance opportunities in finance.
  • Strong interest in sales and client relationship building.
  • Good communication skills in English with the ability to explain concepts clearly.
  • Confident, presentable, and comfortable interacting with clients both online and offline.
  • Self-driven, disciplined, and target-oriented mindset.
  • Must maintain high ethical and professional standards.

Skills Required
Client Relationship Building, Sales
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Sales Executive- Part Time • India

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