Financial Products Sales Specialist (Mutual Funds, Insurance & More)

📢 We're Hiring: Financial Product Sales Specialist (Mutual Funds, Insurance & More)

📍 Location: New Delhi

🕒 Full-Time | On-Site | hybrid

Financial Product Sales Specialist

Key Responsibilities:

• Promote and sell financial products including mutual funds, insurance (life, health, general), and other investment solutions.
• Understand clients’ financial goals and recommend suitable products accordingly.
• Develop and maintain strong client relationships through regular follow-ups and reviews.
• Conduct presentations, financial literacy sessions, and one-on-one consultations.
• Meet sales targets and ensure compliance with regulatory standards.

What We’re Looking For:

• A presentable and client-focused individual with excellent communication skills.
• Graduate/Postgraduate in Finance, Commerce, Economics or a related field.
• AMFI Registration (Mutual Fund Distributor License) preferred.
• Prior experience in selling mutual funds, insurance, or other financial products will be an advantage.
• Strong understanding of financial markets and customer-centric approach.

Why Join Us?

• Competitive salary with attractive incentive structure.
• Opportunity to work with a reputable and growing financial services firm.
• Supportive and dynamic work environment.
• Regular training and professional development opportunities.

Apply now

Let’s help people secure their financial future—together.

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