Job Title

Company Description Investrack Advisors Pvt. Ltd., established in 2013, is a premier provider of comprehensive financial services, including equity, insurance, loans, fixed deposits, and tax planning. With a client base spanning over 500 customers in India and abroad, we manage a significant investment corpus while remaining committed to helping clients build wealth and save money. Led by Sudhish Mishra, a seasoned financial expert with over 15 years of experience and multiple accolades, including the prestigious "Best PMS Fund Manager" award from HSBC Bank, Investrack delivers personalized financial planning and investment management services to diverse individuals and families.Role Description This is a full-time, on-site role for a Sales Executive – Wealth Advisory at our Rewa office. The Sales Executive will be responsible for generating leads and acquiring new clients, providing expert financial and wealth advisory services, maintaining and developing client relationships, and collaborating with the advisory team to ensure high-quality financial solutions. Additional responsibilities include researching market trends, building tailored investment strategies, and presenting financial plans to meet clients’ goals effectively.Qualifications Proven knowledge and skills in Wealth Advisory, Financial Planning, and Investment Management Experience in Client Relationship Management, Sales, and Lead Generation Proficiency in analyzing Market Trends and creating tailored Investment Strategies Strong Communication Skills, Negotiation Skills, and a client-centric approach Ability to work in a collaborative team environment and independently Bachelor's degree in Finance, Business Administration, or related field (Master’s preferred) Understanding of regulatory compliance in financial services Prior experience in wealth management or financial advisory roles is a plus