Management Trainee, Wealth Sales

About the Role

Stack Wealth is seeking enthusiastic and driven freshers interested in sales, financial markets, and wealth management. This role involves helping clients explore personalized investment solutions and building skills in sales and relationship management.

Key Responsibilities

• Connect with prospective clients, understand their financial goals, and introduce them to Stack’s personalized wealth management solutions.
• Manage leads, follow up with prospects, and work towards client acquisition and sales targets.
• Build strong client relationships through regular calls, emails, and portfolio updates.
• Assist with client portfolio reviews and address queries under the guidance of experienced team members.
• Identify opportunities for cross-selling and upselling relevant investment products, including PMS.
• Develop knowledge of stocks, mutual funds, financial markets, and investment strategies.

Requirements & Tech Stack

Comprehensive training will be provided on financial products, investment strategies, Stack’s advisory model, and sales processes, along with guidance from experienced team members.

Qualifications

• Freshers with a strong academic background; Finance, Commerce, or related fields preferred.
• Excellent communication and interpersonal skills.
• Interest in financial markets, investments, and sales.
• A proactive, target-oriented mindset with a willingness to learn.