Stack Wealth - Senior Specialist - Inside Sales (3-5 yrs)

Responsibilities:

- Engage with prospective and existing clients to understand their financial needs and objectives.

- Recommend suitable mutual fund products and investment strategies aligned with client goals.

- Convert leads into active clients by providing excellent customer support and building trust.

- Proactively follow up on inquiries and guide users through the investment process.

- Achieve sales targets and contribute to the company's growth goals.

- Stay updated on financial markets, mutual fund products, and industry trends to provide informed advice.

- Maintain accurate records of client interactions and sales performance.

Requirements:

- Proven experience in sales, preferably in financial services or mutual fund distribution.

- Strong understanding of mutual funds, financial planning, and investment strategies.

- Excellent communication and interpersonal skills.

- Ability to explain complex financial concepts in a simple and relatable way.

- AMFI/NISM certification is a plus.

- Highly motivated, goal-oriented, and customer-focused.

What We Offer:

- Competitive salary and performance-based incentives.

- Opportunities for professional growth and learning.

- A supportive and collaborative work environment.

- Access to cutting-edge financial tools and resources.