<div>We make wealth creation and investing easy for everyone with simple products and do-it-yourself investments planning. We are a goal-based investment enabling company, focusing on salaried professionals, smaller towns, rural markets and NRI professionals. We believe one doesn’t need exotic products, fancy jargons or complex solutions, one just needs disciplined investment and simple products. A large number of investors in our target segment have been left out from the wealth creation cycle because of lack of opportunities, lack of correct product sets, lack of good advise and lack of ability to make informed choice. We want to reach every such investor and bring it into the wealth creation cycle through low cost products like Mutual funds and SIPs. Goalstox. Don’t keep your dreams waiting. We will be launching soon. With some exclusives which are not announced in this message here yet. Still in stealth mode !</div>

Goalstox Technology Private Limited

<div><strong>Fresh graduates/ 6 months Sales experience</strong> from any stream? </div><div><strong>Experienced</strong> wealth manager with a portfolio of clients?</div><div><br></div><div>Join one of the most dynamic start-ups in the wealth-tech field as wealth relationship managers.&nbsp;based out of our office at&nbsp;<strong>Mumbai.</strong></div><div><br></div><div><strong>This is a field sales job, based out of Mumbai</strong>. Please apply ONLY if you are keen to take up sales as your career.</div><div><br></div><div><strong>For entry-level Fresh graduates</strong> (6 months of sales experience preferable) fixed salary of Rs 15000 + incentives is available.</div><div><br></div><div><strong>For experienced wealth managers </strong>with existing portfolios, salary is negotiable.</div><div><br></div><div><strong>Key Responsibilities:</strong></div><ul><li>Source new clients for wealth management and other financial products.</li><li>Effectively maintain client relationships with follow-up, servicing needs &amp; collecting regular feedback.</li><li>Distribute various investment products to existing and new clients</li><li>Maintain and develop customer success strategies and best practices.</li><li>Communicate effectively with internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learnings.</li><li>Maintain existing customer success metrics and data as directed.</li></ul><div><br></div><div><strong>Required Skills:</strong></div><ul><li>Some understanding of financial markets. You will be trained and certified before you can distribute financial products.</li><li>NISM modules for distributors will be required to be cleared before starting the distribution of products.</li><li>Smart, confident, and outgoing personality</li><li>Very good communication skills, especially verbal</li></ul><div><br></div><div><strong>Pre-requisites:</strong></div><ul><li>Willing to work in a fluid environment of startups.</li><li>Willing to excel in sales profile. This is a sales job.</li><li>Quick learner, adaptable to changing business needs</li><li>Multitasking skills. Must be based out of Gurugram</li></ul>