Sales Associate

About the Role

Trishul Investments is a wealth management and financial advisory firm based in Bengaluru. We help individuals, families, business owners, and corporate professionals manage and grow their wealth. We offer a wide range of financial products and services, including Equity Investments, Mutual Funds, Life Insurance, Health Insurance, Fixed Deposits, Bonds, NCDs, and other fixed-income investment options. Our approach involves understanding each client's financial goals, risk appetite, and investment requirements before recommending suitable financial solutions. We emphasize personalised financial planning, disciplined investing, and building long-term client relationships.

Key Responsibilities

• Understand each client's financial goals, risk appetite, and investment requirements.
• Recommend suitable financial solutions.
• Manage and grow client wealth.
• Build trust-based relationships with diverse clients and internal teams.
• Work with data and reports, including basic analysis of client portfolios, sales performance, and market trends.
• Handle multiple client engagements and follow-ups effectively.
• Ensure accuracy, compliance, and adherence to regulatory guidelines.

Requirements & Tech Stack

• Strong communication and interpersonal skills.
• Foundational knowledge of financial products and services such as investments, lending, insurance, and wealth management solutions.
• Ability to work with data and reports.
• Proficiency in using CRM tools and common office productivity software for documentation, tracking activities, and reporting.
• Detail-oriented approach.
• Strong organizational and time-management skills.
• Motivation to build a career in wealth management and capital markets.
• Willingness to learn and pursue relevant certifications.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Relevant internships or experience in financial services or sales are an advantage.