Posted:1 day ago|
Platform:
On-site
Full Time
Job Description: Senior Sales Relationship Manager - Mutual Fund & Insurance
Job Title:
Senior Sales Relationship Manager - Mutual Fund & Insurance
Location:
Mulund/Thane, (Candidates preferred from nearby suburbs - within 3-4 railway stations from
Mulund)
Experience Required:
Minimum 5 years (must be with Individual MFD and Insurance Advisor)
Key Responsibilities:
- Independently pitch and close mutual fund and insurance products (Term, Mediclaim, Personal
Accident)
- Handle inbound leads and proactively follow up with clients
- Use deep product knowledge to consult and convert leads via phone - no field travel required
- Maintain healthy conversion ratio and meet monthly and yearly targets
- Work closely with junior support staff for application and documentation processing
- Ensure excellent client communication and post-sale servicing coordination
Skills & Requirements:
- Proven sales track record in MF & Insurance products
- Strong command over Term Plans, Mediclaim, and Investment MF schemes
- Confident telephone communicator with consultative sales approach
- Good product knowledge and client need analysis capability
- Polite, self-motivated, and goal-driven personality
Education & Language:
No specific barriers - expertise and confidence in communication preferred
Working Days:
Monday to Saturday (Full Working Days, Office-based Sales Role)
Salary & Benefits:
- Fixed Salary: Rs. 3.6 to 5.4 LPA (based on experience and performance)
- Monthly incentives based on sales closures
- Special annual bonus/incentives for achieving yearly targets
- Junior operations staff available to assist with backend support for smooth client servicing
Job Types: Full-time, Permanent
Pay: ₹20,000.00 - ₹50,000.00 per month
Work Location: In person
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