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Associate Sales Representative

ConfidentialIndia

9 days ago

Job description

Company Description

Welcome to Savitr Investments – Your Partner in Smarter Wealth Management!

At Savitr Investments, we go beyond transactions—we create long-term financial journeys. As a registered sub-broker with Motilal Oswal, our mission is to simplify investing and empower individuals, families, and businesses with innovative financial solutions.

From Loans, PMS, AIFs, Insurance, Mutual Funds, and Unlisted / pre-IPO deals to long-term financial planning, we provide a comprehensive suite of services designed to help clients achieve stability, growth, and financial freedom. Our approach is client-first, with a focus on trust, transparency, and tailored strategies.

Role Description

This is a remote, assignment-based Sales Associate role at Savitr Investments. As part of our sales team, you will be responsible for :

Generating leads and identifying potential clients interested in Loans, PMS, AIFs, Insurance, Mutual Funds, and Unlisted / pre-IPO deals
Conducting outreach and building client relationships through calls, emails, and digital platforms
Educating prospects on financial products and tailoring solutions to client needs
Supporting in the development of sales strategies and client presentations
Driving growth by successfully converting assignments into long-term relationships

This role offers hands-on exposure to the wealth management and financial services industry , along with the chance to work on niche products like unlisted and pre-IPO opportunities .

Qualifications

Strong communication and interpersonal skills

Passion for client engagement and relationship building

Basic understanding of financial products (Loans, PMS, AIFs, Insurance, Mutual Funds, Unlisted / Pre-IPO Deals)

Ability to work independently in a remote setup

Goal-oriented with a proactive sales mindset

Good organizational and time management skills

Currently pursuing or recently completed a degree in Business, Marketing, Finance, or related fields

Prior sales / finance exposure will be an added advantage

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Skills Required

Mutual Funds, Pms, Loans, Insurance

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Sales Representative • India