Financial Sales

Company Description InvestCraze Wealthtech is a modern wealth platform focused on transparency, cost-efficiency, and broad access to investment opportunities. The company is dedicated to democratizing investing in India by opening up products such as private markets, pre-IPO investments, and alternative assets that were traditionally limited to select investors.

Role Description This is a full-time, on-site Financial Sales role based in Jodhpur. The Financial Sales professional will engage prospective and existing clients, explain InvestCraze’s investment products and platform features, and recommend suitable solutions aligned with client goals and risk profiles.

Qualifications

• Candidates should possess strong Sales Finance and Finance skills to understand investment products and effectively convert leads into long-term clients.
• Candidates should possess solid Analytical Skills to assess client profiles, interpret market information, and build suitable investment recommendations.