About the Role
We are looking for a highly motivated and experienced Senior Sales Relationship Manager to drive sales of Mutual Fund and Insurance products through a consultative, relationship-driven approach. This is an office-based role focused on handling inbound leads, engaging clients over the phone, understanding their financial needs, and successfully converting opportunities into business.
The ideal candidate will have strong expertise in Mutual Funds, Term Insurance, Health Insurance (Mediclaim), and Personal Accident Insurance, along with a proven ability to achieve sales targets and build long-term client relationships.
Key Responsibilities
Sales & Business Development
- Independently promote and close sales of Mutual Fund and Insurance products.
- Recommend suitable investment and protection solutions based on clients financial goals and risk profiles.
- Convert inbound enquiries into business opportunities through effective follow-up and relationship management.
- Achieve monthly, quarterly, and annual sales targets.
Client Relationship Management
- Build and maintain strong relationships with prospective and existing clients.
- Provide financial product guidance and address customer queries with confidence and professionalism.
- Ensure a high level of client satisfaction through timely communication and service support.
- Coordinate post-sales activities to ensure a seamless customer experience.
Product Advisory
- Demonstrate strong knowledge of:
- Mutual Fund investment schemes
- Term Insurance Plans
- Health Insurance (Mediclaim)
- Personal Accident Insurance
- Conduct client need analysis and recommend appropriate financial products.
- Stay updated on market trends, product features, and regulatory developments.
Sales Operations & Coordination
- Work closely with junior operations and support staff for application processing and documentation.
- Ensure accuracy and completeness of customer documentation.
- Track sales pipeline, conversions, and client interactions effectively.
- Maintain compliance with internal processes and industry regulations.
Candidate Profile
Experience
- Minimum 5 years of relevant experience in Mutual Fund and Insurance sales.
- Experience working with an Individual Mutual Fund Distributor (MFD) or Insurance Advisor/Agency is mandatory.
- Demonstrated track record of achieving sales targets and revenue growth.
Skills & Competencies
- Strong understanding of Mutual Fund products and investment solutions.
- In-depth knowledge of Term Insurance, Mediclaim, and Personal Accident Insurance products.
- Excellent consultative selling and relationship-building skills.
- Strong telephonic communication and persuasion abilities.
- Ability to understand client requirements and recommend suitable financial solutions.
- Self-driven, target-oriented, and highly motivated professional.
- Strong follow-up and closing skills.
Education & Communication
- Graduate in any discipline preferred.
- Relevant certifications in Mutual Funds or Insurance will be an advantage.
- Excellent verbal communication skills in English, Hindi, and/or Marathi preferred.
- Confidence, product expertise, and client handling skills are more important than specific educational qualifications.
Working Schedule
- Working Days: Monday to Saturday
- Mode: Full-time, Office-based
- Travel Requirement: None. The role is primarily telephone-based sales and relationship management.
Key Performance Indicators (KPIs)
- Monthly and annual sales target achievement.
- Lead conversion ratio.
- Revenue generated through Mutual Fund and Insurance sales.
- Client retention and relationship growth.
- Quality and accuracy of customer documentation.
- Customer satisfaction and service standards.
Compensation & Benefits
- Fixed Salary: ₹3.60 Lakhs to ₹5.40 Lakhs per annum (based on experience and performance)
- Monthly performance-based sales incentives
- Annual performance bonus linked to achievement of business targets
- Dedicated backend operations support for documentation and servicing
- Career growth opportunities in financial advisory and wealth management
Ideal Candidate
A confident sales professional with a strong background in Mutual Funds and Insurance distribution, who enjoys client interaction, can build trust quickly, and consistently converts opportunities into long-term business relationships. This role is best suited for individuals who thrive in a target-driven environment and possess strong financial product knowledge.
