
Fechado
Publicado
Pago na entrega
I’m ramping up new client acquisition for my investment management firm and want to partner with a freelance closer who already speaks the language of wealth management. Your day-to-day will be straightforward: hunt for individual investors, introduce them to our tailored portfolios and, most importantly, convert interest into funded accounts. Because our suite centres on mutual funds alongside direct stock and bond strategies, you must be completely comfortable explaining risk, return and allocation in those areas. If you have previous experience selling wealth-management solutions, an existing network you can tap immediately and the drive to work on a purely performance-linked payout, you’ll feel right at home. You’ll take the prospect from first contact through documentation, leaning on my internal operations team the moment onboarding starts. Qualified leads and closed deals are the only metrics that matter, so hit those numbers and the earnings follow automatically. If that sounds like your kind of engagement, let’s start talking targets and next steps.
ID do Projeto: 40166238
2 propostas
Projeto remoto
Ativo há 15 dias
Defina seu orçamento e seu prazo
Seja pago pelo seu trabalho
Descreva sua proposta
É grátis para se inscrever e fazer ofertas em trabalhos
2 freelancers estão ofertando em média ₹1.375 INR for esse trabalho

I am confident that my unique blend of experience and skills would be a tremendous asset to your investment sales team. With a deep academic knowledge from my Ph.D in Economics, coupled with practical experience in financial analysis and equity portfolio management, I have a holistic understanding of the investment landscape that distinguishes me from other freelancers. This includes proficiency in explaining risk, return, allocation - particularly in mutual funds, direct stock, and bond strategies - as you require. In addition to my proven track record in the financial industry, I bring a dynamic and driven approach to every client conversion endeavor. My work ethic is grounded upon the understanding that qualified leads and closed deals are imperative; my responsibility therefore extends from initial contact to successful onboarding with your internal operations team supporting each step. Finally, I understand the importance of performance-linked payout and outcomes in wealth management. My goal is not only to meet targets but also exceed them, which ultimately creates value for both the firm and investors. I am ready to leverage my strong network connections in tandem with your existing platform to maximize profitability for both of us. Choose me, and together we'll achieve exponential growth for your firm.
₹1.250 INR em 7 dias
0,0
0,0

Hi, Greetings of the day!, I started my career as a inbound sales per for a B2C IT company in recruitment domain. Subsequently I switched to IT. But I have an excellent capability and expertise in sales domain. Apart from the technical skills i have in IT, i can enjoy doing sales at the same time. Let's talk further and reach the desired numbers Thanks and Regards Vikram Singh New Delhi, India
₹1.500 INR em 3 dias
0,0
0,0

Mumbai, India
Membro desde jan. 21, 2026
$1000-5000 USD
₹12500-37500 INR
mín. £36 GBP / hora
$250-750 AUD
$10-30 USD
$30-250 USD
₹1500-12500 INR
₹12500-37500 INR
₹600-1500 INR
$8-15 AUD / hora
₹1500-12500 INR
₹12500-37500 INR
₹750-1250 INR / hora
₹12500-37500 INR
₹1500-12500 INR
₹12500-37500 INR
₹600-1500 INR
₹15000-20000 INR
₹600-1500 INR
₹75000-150000 INR