Job Description
# SALES OFFICER – WEALTH MANAGEMENT
**Company:** Doctor Wealth Financial Services Pvt. Ltd.
**Locations:** Kottayam | Thiruvalla | Alappuzha
**Department:** Sales & Wealth Management
**Employment:** Full-Time
### About the Role
Doctor Wealth is looking for an energetic and target-oriented **Sales Officer** to join our Wealth Management team.
The candidate will be responsible for **acquiring new clients, developing existing relationships, generating investment business and supporting clients with suitable financial products and solutions**.
The role will involve field sales, client meetings, lead generation, follow-ups and coordination with the internal operations team.
### Key Responsibilities
* Generate new leads through **personal networking, references, field activities and business development initiatives**.
* Acquire new clients and develop long-term relationships.
* Understand client financial goals, investment requirements and risk profile.
* Promote suitable financial products including:
* Mutual Funds
* SIP / SWP
* Equity & Demat
* Bonds & Fixed Deposits
* PMS / AIF
* Insurance
* NPS and other investment solutions
* Conduct client meetings and investment presentations.
* Follow up with prospects and convert qualified leads into business.
* Develop business through **client references and existing customer relationships**.
* Maintain regular contact with clients and assist with portfolio-review requirements.
* Achieve monthly and quarterly **sales, AUM and revenue targets**.
* Maintain accurate records of leads, prospects and sales activities in the CRM.
* Coordinate with Operations and Customer Service teams for smooth account opening, KYC and transaction processing.
* Participate in investor-awareness programmes, seminars and marketing activities.
* Ensure all sales and client interactions follow applicable company, SEBI/AMFI and product-level compliance requirements.
### Candidate Profile
**Education**
* Graduate in any discipline.
* MBA / PG in Finance, Marketing or related field is an advantage.
**Experience**
* **0–3 years** in Sales / Banking / Insurance / Mutual Funds / Financial Services preferred.
* Freshers with strong communication and sales aptitude may also apply.
**Skills Required**
* Excellent communication and interpersonal skills
* Strong convincing and negotiation ability
* Client relationship management
* Lead generation and follow-up skills
* Target-oriented approach
* Good presentation skills
* Basic knowledge of MS Office / Excel
* Ability to work independently and as part of a team
* Willingness to travel locally for client meetings
**Preferred**
* Experience in mutual funds, insurance, banking or wealth management
* NISM Series V-A certification
* AMFI/EUIN-related eligibility where applicable
* Existing local networking / client-connect ability
NISM identifies its Series V-A certification as the common knowledge benchmark for personnel involved in mutual-fund sales and distribution, including employees of organisations engaged in mutual-fund distribution.
### Key Performance Indicators – KPI
* New Client Acquisition
* New AUM Generation
* SIP Business
* Investment Product Sales
* Insurance Business
* Lead Conversion Ratio
* Client Meetings
* Client References
* Monthly / Quarterly Revenue
* Client Retention & Relationship Development
### What We Offer
* Fixed Salary + Attractive Performance Incentives
* Structured Sales & Product Training
* Career Growth in Wealth Management
* Opportunity to work with multiple investment and financial products
* Professional working environment
* Performance-based career progression
### Ideal Candidate
**We are looking for someone who is:**
**Energetic | Ambitious | Client-Focused | Target-Oriented | Good Communicator | Willing to Learn | Interested in Finance & Investments**
### Apply Now
**Locations:** Kottayam | Thiruvalla | Alappuzha
**Join Doctor Wealth and build a career in Wealth Management & Financial Services.**