
Sales Development Representative
2 weeks ago
Role Overview
As a
Sales Development Representative
you will play a critical role in client acquisition and engagement by delivering high-touch financial advice and onboarding support. The position involves direct interaction with clients to assess financial needs, present Family Investment Portfolios/ Family Insurance Portfolios (FIPs), and generate prospective leads
This is a high-impact role offering structured career growth, continuous learning, and strong earning potential through performance linked incentives.
Key Responsibilities
· Meet a minimum of
5 clients daily
at client's preferred premises in Lower Parel West, Mumbai.
· Conduct needs analysis using structured feedback or survey forms.
· Collect and verify legacy policy information via MWEC technique.
· Prepare and present personalized
Family Investment/ Insurance Portfolios (FIPs)
.
· Offer onboarding support for new clients and servicing for existing clients.
· Schedule and conduct one-on-one meetings with clients for financial consultation.
· Maintain daily reporting on client meetings and feedback quality.
· Build trust and long-term bonds with each client, acting as their financial ally.
· Participate in monthly exams and team development activities.
Qualifications & Skills
· BMS / BBA / MBA in Sales and Marketing
· 1–3 years of experience in Sales / Marketing
· Excellent communication and interpersonal skills (multi-lingual preferred).
· Strong ethical orientation and consultative selling mindset.
Compensation & Benefits
Annual CTC
·
₹4 LPA – ₹7 LPA
Incentives
·
Performance Bonus:
Strong incentive structure. Opportunity to earn Incentives up to
₹15 LPA
Work Benefits
· Continuous basic and advance trainings and handholding with strong support system.
· Sponsored national and international trainings, workshops, conferences.
· Annual awards and annual performance appraisals.
· Rapid promotions as per performance.
· Skill enhancement opportunities via SmartFP's development programs.
· Incubation support for start-up ideas.
· Increasing weekly-offs every year.
Work Culture
· 6-day work week.
· Working hours: 9:00 AM – 6:00 PM (login before 9:10 AM mandatory).
· Holidays: As per bank holidays.
· Formal dress code; strong emphasis on punctuality and professionalism.
· Sponsored monthly themed celebrations.
Growth Path
Sales Development Representative → Senior SDR → Assistant Manager → Manager – Area Manager (Sales)
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