Wealth Associate

As a Wealth Associate at Upright Wealth in Mumbai, you will be part of a leading provider of financial services and insurance solutions, committed to assisting individuals and businesses in reaching their financial objectives. Our dedication to excellence and client satisfaction distinguishes us within the industry. You will play a key role in supporting our sales and client service teams, contributing to our growth and delivering exceptional service to our clients. Your responsibilities will include identifying new sales leads, conducting market research, participating in sales meetings, and assisting in the preparation of sales proposals and marketing materials. In terms of client service, you will be responsible for providing excellent customer service to existing clients, assisting in onboarding new clients, maintaining client records in the CRM system, and coordinating client meetings and follow-up activities. Additionally, you will help prepare client reports and documentation. To excel in this role, you should be currently pursuing a degree in Business, Finance, Marketing, or a related field, with a strong interest in financial services, insurance, and sales. Excellent communication and interpersonal skills, proactive and self-motivated attitude, strong organizational skills, and proficiency in Microsoft Office Suite are essential. The ability to work both independently and as part of a team is also crucial. Joining Upright Wealth offers you hands-on experience in client onboarding and service in the financial services and insurance industry, mentorship from experienced professionals, networking opportunities, a supportive work environment, and potential for future full-time employment based on performance. If you are interested in this opportunity, please submit your resume and a cover letter to hr@uprightwealth.in. Upright Wealth is an equal opportunity employer, and we welcome applications from all qualified individuals. We appreciate all applicants" interest, and only those selected for an interview will be contacted. Regards, Team Upright Wealth,