Company Description

Invest Search, incorporated in 2008, has been dedicated to serving over 700 families, offering a wide range of investment products under one roof.

For more information: />
Role & Responsibilities
Identify and engage potential clients, present investment products, and explain advisory services. Manage the sales pipeline, conduct meetings, prepare proposals, and close opportunities. Maintain CRM records, track targets, and coordinate with advisory and operations teams to ensure smooth onboarding and client retention.

Required Skills:

- 1–3 years of sales experience with strong negotiation and closing skills
- NISM-VA certification (mandatory)
- Excellent communication and client handling skills
- Knowledge of investment products, financial markets, and wealth management

Good to Have:

- Self-motivation and time management
- Organizational and relationship-building skills<...