MUTUAL FUND, INSURANCE SALES MANAGER

Job Description

Company Description Wealthwise Financial Services, based in Noida, has been a trusted name in investment solutions since 2004. Under the leadership of Managing Director Mr. Pramod Kumar Saraswat, we serve clients across India by offering personalized investment services including Mutual Funds, Insurance, and Portfolio Management Services (PMS). With an AUM of ₹100 Cr and over 2500 satisfied investors, we continue to grow as a leader in the financial services industry. Our dedicated team of professionals is committed to providing comprehensive solutions tailored to meet our clients' unique financial needs. Role Description This is a full-time on-site role for a Mutual Fund and Insurance Sales Manager, located in Noida. The Sales Manager will be responsible for developing and executing sales strategies for mutual fund products and insurance policies. Daily tasks include identifying and engaging potential clients, offering personalized financial solutions, managing client relationships, and leading a team of sales professionals to achieve targets. The role also involves conducting market research, attending client meetings, and providing excellent customer service. Qualifications Experience in Insurance Sales and Insurance products Strong Customer Service skills Knowledge and expertise in Finance Proven Team Management skills Excellent communication and interpersonal skills Ability to work independently and in a team Experience in the financial services industry is a plus Bachelor's degree in Finance, Business, or related field Show more Show less