Sales Manager

Company Description Saatchi Financial Solutions is a comprehensive financial services provider offering a wide range of insurance, investment, and advisory solutions. The organization supports clients with life and general insurance products, including health, motor, home, travel, and wealth-protection plans. It also provides diversified investment options such as mutual funds, fixed income products, bonds, and government schemes tailored to different risk profiles and goals. Through specialized financial planning and advisory services, Saatchi Financial Solutions helps individuals and families with tax planning, wealth management, retirement planning, and goal-based investment strategies.
Role Description The Sales Manager is responsible for leading and expanding the sales function for insurance and investment products, ensuring strong growth and customer satisfaction. In this full-time, on-site role based in Vadodara, the Sales Manager will oversee a sales team, set targets, and monitor performance while supporting team members with coaching, training, and regular feedback. Daily responsibilities include prospecting and meeting potential clients, understanding their financial needs, presenting suitable insurance and investment solutions, and managing the full sales cycle from lead generation to closing and post-sales relationship management. The role also involves collaborating with internal stakeholders on promotional activities, tracking market trends and competitor offerings, and preparing sales reports and forecasts to support strategic decision-making. The Sales Manager is expected to uphold ethical sales practices, maintain compliance with relevant regulations, and represent Saatchi Financial Solutions professionally in the local market.
Qualifications

• Strong sales leadership capabilities, including team management, target setting, coaching, and performance monitoring.
• Proficiency in consultative selling, client relationship management, and negotiation within financial services or related sectors.
• Knowledge of life and general insurance products, mutual funds, fixed income instruments, and basic financial planning concepts.
• Ability to analyze client needs and recommend tax-efficient and goal-based investment strategies.
• Excellent communication, presentation, and interpersonal skills, with the ability to work effectively with diverse client groups.
• Comfort with using CRM tools, spreadsheets, and basic business reporting to track pipelines and sales metrics.
• Bachelor's degree in business, finance, marketing, or a related field; advanced certifications in insurance or investment advisory are an advantage.
• Prior experience in sales management in financial services, insurance, banking, or investments, with a track record of meeting or exceeding targets.
• Strong ethical standards, customer-centric mindset, and readiness to work on-site in Vadodara.