Guwahati, Assam, India
Not disclosed
On-site
Full Time
Company Description Fortune Wings provides comprehensive financial services through a team of Certified Financial Planners. Our services include direct equity, portfolio management services (PMS), mutual funds, life and general insurance, tax planning, income tax return filing, estate planning, loans, and project loan development plans (DPR). We offer a complete basket of financial products to meet diverse client needs. Role Description This is a full-time, on-site role for a Sales Professional located in Guwahati. The Sales Professional will engage in day-to-day tasks such as identifying potential clients, managing client relationships, promoting financial products, and achieving sales targets. Additional responsibilities include providing tailored financial advice, preparing sales reports, and coordinating with the financial planning team to ensure customer satisfaction. Qualifications Sales and Client Relationship Management skills Financial product knowledge including Mutual Funds, Insurance, and Loans Strong communication and negotiation skills Proficiency in sales reporting and CRM tools Ability to work independently and within a team Bachelor's degree in Finance, Business, or related field is preferred Relevant certifications in financial planning or sales would be beneficial Experience in the financial services industry is a plus Show more Show less
Guwahati, Assam, India
None Not disclosed
On-site
Full Time
Company Description Fortune Wings is a financial services provider. We offer a comprehensive range of financial products, including Direct Equity, Portfolio Management Services (PMS), Mutual Funds, Life and General Insurance, Tax Planning, and Income Tax Return Filing. Additionally, we are extensively run Financial Literacy and Investment Awareness Programmes for the society. Role Description This is a full-time on-site role for a Sales Professional, located in Guwahati. The Sales Professional will be responsible for building and maintaining relationships with clients, identifying and pursuing new business opportunities, and providing tailored financial advice. Day-to-day tasks include meeting clients, support in conducting our social campaigns , preparing financial product presentations, and managing client portfolios. Qualifications Bachelor Degree in any files Strong sales and negotiation skills Experience with Direct Equity, Mutual Funds, and Insurance products is preferred (Not mandatory) Excellent communication and interpersonal skills Ability to conduct market research and develop strategies Strong organizational and time-management skills. Freshers with above skills can apply.
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