Mutual Fund

About Us

Bull Bear Cubs is one of India's fastest-growing financial education and investment platforms, with a community of 1,00,000+ learners guided by experienced market mentors.

We empower individuals to achieve financial independence through education, investment, and advisory services. As part of our expansion, we're building a strong team for Mutual Fund and Insurance sales to help clients grow their wealth and secure their future.

Role Overview

We are looking for an experienced and dynamic female professional with a strong background in Mutual Fund and Insurance sales. The ideal candidate should be well-versed in financial advisory, client counselling, and achieving sales targets through ethical and compliant processes.

You will be responsible for client acquisition, portfolio development, and renewals, ensuring that every client receives tailored investment and protection solutions.

Key Responsibilities1. Mutual Fund Sales

• Prospect, acquire, and retain clients for SIP and Lumpsum investments.
• Conduct risk profiling and identify client goals — such as retirement planning, child education, or wealth creation.
• Recommend appropriate Mutual Fund schemes based on client needs and market conditions.
• Ensure complete KYC, e-mandate setup, and transaction compliance as per SEBI/AMFI guidelines.
• Track ongoing SIP performance, encourage top-ups, and maintain high SIP persistency.

2. Insurance Sales

• Advise clients on Term Life, Health, and General Insurance policies.
• Identify protection gaps and recommend suitable coverage and riders.
• Manage proposal documentation, medicals, and policy issuance efficiently.
• Handle renewals, endorsements, and claims coordination when needed.
• Maintain 100% adherence to IRDAI norms and ethical selling practices.

3. Business Development & Client Management

• Generate new business leads through referrals, webinars, and digital outreach.
• Build and maintain long-term client relationships through regular communication and portfolio reviews.
• Work towards achieving and exceeding monthly and quarterly sales targets.
• Maintain accurate client data and sales reports using CRM tools.
• Represent Bull Bear Cubs in financial awareness sessions and investor education workshops.

Preferred Candidate Profile

• Female candidates only.
• Minimum 3 years of experience in Mutual Fund and/or Insurance sales or advisory.
• Proven track record in achieving SIP, AUM, and premium targets.
• Strong understanding of investment planning, asset allocation, and financial protection.
• Certified in AMFI/NISM Series V-A and/or IRDAI (Life/Health/General).
• Bachelor's degree in Commerce, Finance, Economics, or Business Administration.
• Excellent communication skills in Hindi and English (regional language preferred).
• Persuasive, confident, and relationship-driven.
• Comfortable using MS Office, CRM software, and digital sales tools.

What We Offer

• Salary: ₹15,000 – ₹20,000 per month.
• Incentives: Attractive performance-based incentives on SIP registrations, AUM growth, and insurance premium collections.
• Perks:
• Free access to Bull Bear Cubs' financial education programs.
• Ongoing mentorship from senior advisors and market experts.
• Clear career progression to Senior Sales Manager / Team Lead roles.
• Transparent, ethical, and growth-oriented work culture.
• Opportunity to be part of a 1,00,000+ strong financial community.

Key Performance Indicators (KPIs)

• Number of SIPs registered and total AUM mobilized.
• Insurance policies issued, renewals, and persistency ratio.
• Lead-to-conversion rate and total revenue generated.
• Client satisfaction and retention metrics.
• 100% compliance with SEBI, AMFI, and IRDAI norms.

How to Apply

Send your updated resume with details of your Mutual Fund and Insurance sales experience, including:

• Years of experience
• Average monthly SIP/AUM handled
• Premium targets achieved
• Certifications (AMFI/NISM/IRDAI)

Job Type: Full-time

Pay: ₹15, ₹20,000.00 per month

Benefits:

• Cell phone reimbursement
• Commuter assistance
• Work from home

Education:

• Master's (Required)

Experience:

• Mutual Fund & Insurance Sales: 3 years (Required)

Location:

• Delhi, Delhi (Required)

Work Location: In person

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