Sales manager

Company Description Pal Finserv IMF Pvt Ltd offers a comprehensive range of financial services designed to support clients financial growth at every stage of life. The company's portfolio includes Mutual Funds, Portfolio Management, Insurance, Loans, Bonds, and other investment solutions tailored to diverse financial needs. By focusing on responsible advisory and personalized recommendations, Pal Finserv helps individuals and businesses plan, protect, and grow their wealth. The organization emphasizes transparency, long-term relationships, and client-centric service to build trust and achieve sustainable financial outcomes.

Role Description The Sales Manager role is a full-time, on-site position based in Vadodara. The individual in this role will lead sales efforts for financial products such as mutual funds, insurance, loans, and investment solutions, driving revenue growth and client acquisition. Daily responsibilities include identifying prospective clients, conducting consultations to understand financial goals, presenting suitable products, and closing sales in line with compliance and regulatory requirements. The Sales Manager will oversee a sales team, set targets, monitor performance, and provide coaching and guidance to ensure consistent achievement of objectives. The role also involves collaborating with internal operations and advisory teams, preparing sales reports, and participating in local marketing and outreach activities to expand the company's presence in the Vadodara market.

Qualifications

• Strong sales, negotiation, and relationship-building skills, with the ability to convert leads into long-term clients.
• Knowledge of financial products and services such as mutual funds, insurance, loans, bonds, and portfolio management.
• Experience in team leadership, including setting sales targets, mentoring staff, and managing performance.
• Ability to analyze client needs, explain financial solutions clearly, and maintain high standards of ethics and compliance.
• Effective communication and presentation skills, both verbal and written, with a customer-focused approach.
• Comfort with using CRM tools, spreadsheets, and basic data analysis to track sales activities and outcomes.
• Prior experience in financial services or banking sales is preferred; local market knowledge of Vadodara is an advantage.
• Bachelor's degree in Business, Finance, Marketing, or a related field, or equivalent relevant experience.