Sales Manager – Mutual Funds, Insurance

24 hours ago

Ernakulam, India SkillActz Full time

About the Role

We are looking for a Sales Manager to lead client acquisition and sales growth in the financial services sector. The role involves team management, HNI client acquisition, cross-selling financial products, and ensuring branch profitability. This is an excellent opportunity for professionals from Banking, Insurance, NBFCs, Broking, and Wealth Management backgrounds.

Key Responsibilities

-Lead, motivate, and guide a team of Financial Consultants & Sr. Financial Consultants.

-Acquire and manage HNI and retail clients.

-Promote financial products such as Mutual Funds, SIPs, Insurance, PMS, Bonds, and Equity products.

-Drive sales targets, client retention, and AUM (Assets Under Management) growth.

-Conduct investment seminars, branch promotional activities, and client engagement programs.

-Ensure compliance with regulatory & organizational standards.

-Prepare and present sales performance reports to the Regional Manger

Qualifications & Skills

-Graduate in any discipline (MBA/Finance background preferred).

-3–10 years of sales experience in Banking / Insurance / NBFC / Mutual Funds / Wealth Management.

-Strong leadership and team-handling experience.

-Proven track record in HNI client acquisition & investment sales.

-Excellent communication, interpersonal, and relationship-building skills.

-Industry certifications in Mutual Fund Distribution / Financial Advisory / Risk Management are an advantage.

What We Offer

-Competitive salary + performance-based incentives.

-Clear career growth path within Wealth & Investment Sales Leadership.

-Exposure to HNI clients, wealth management strategies, and financial products.

-Dynamic work environment with professional development opportunities.

Interested

Apply now or share your resume at:

Take the next step in your career and become a Sales Leader in the Financial Services Industry.

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