Build your career in wealth & advisory
Join Crest Wealth across mutual fund distribution, insurance advisory, and stock broking. Help everyday investors make confident, informed decisions with their money.
3+
Business
500+
Clients served
Find where you fit across our two verticals
Sales Executive Trainee
Connect and interact with potential clients, listen to their financial goals, and introduce them to tailored wealth-building strategies.
Business Development Executive
Build long-term relationships through proactive communication, understand client requirements, and support them in planning their financial journey.
Built on trust. Growing every quarter.
01
Work with real client trust
You'll be advising people on decisions that shape their financial future — not pushing products, but solving for goals.
02
Three businesses, one team
Mutual funds, insurance, and stockbroking under one roof means you grow a wider skill set than a single-product role.
03
Registered & compliant
We operate as an ARN-registered MF distributor and Authorised Person of Rupeezy, so you're building your career on solid regulatory ground.
04
Room to grow
As we add AMC tie-ups and broking volumes, the team grows with it — early team members take on larger client books over time.
Ready to apply?
Send us your CV and a short note on which vertical interests you — mutual funds, insurance, or stock broking. We review every application personally.
Send your CV to
Please attach your CV in PDF format. We typically respond within 5 working days.