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Sales Executive

3 weeks ago

Kandivali Mumbai Maharashtra, India Positive Investment Full time

We are looking for an experienced and dynamic Mutual Fund and Insurance Sales Executive - HNI Segment to manage and grow our portfolio of high-net-worth clients. The role requires a consultative sales approach, deep financial knowledge, and the ability to offer personalized wealth management solutions, including mutual funds and insurance products tailored to the unique needs of affluent individuals and families.

⸻

Key Responsibilities:

- Identify, acquire, and manage a portfolio of HNI clients with a focus on long-term relationship building.
- Understand clients’ financial goals, risk appetite, and investment preferences to offer customized solutions.
- Proactively pitch and sell a range of financial products, including mutual funds, life insurance, health insurance, and other wealth solutions.
- Conduct periodic portfolio reviews and rebalancing to align with clients’ evolving goals and market conditions.
- Ensure high standards of service delivery and compliance with regulatory and internal guidelines.
- Collaborate with internal teams (research, operations, compliance) for seamless client servicing.
- Organize exclusive financial planning sessions, webinars, and events for HNI clients.
- Track market trends, product developments, and competitor offerings to stay ahead in the market.

⸻

**Requirements**:

- Bachelor’s or Master’s degree in Finance, Business, or related fields.
- 3-5 years of experience in wealth management, investment advisory, or financial product sales to HNI clients.
- NISM (Series V-A) and IRDA certifications are mandatory or must be acquired within a short time frame.
- Strong understanding of mutual funds, insurance solutions, portfolio structuring, and financial planning.
- Proven ability to build and manage long-term HNI relationships.
- Excellent communication, presentation, and interpersonal skills.
- Self-driven, goal-oriented, and capable of working independently and as part of a team.

Pay: From ₹30,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Commuter assistance
- Internet reimbursement
- Paid sick time

Compensation Package:

- Performance bonus

Schedule:

- Day shift

**Language**:

- English (required)

Work Location: In person

**Speak with the employer**
+91 9820285424