0 years
2 - 5 Lacs
Posted:3 days ago|
Platform:
On-site
Full Time
Transformative Wealth Mentors IMF Pvt. Ltd. is a growing financial services company offering a range of products including Mutual Funds, Insurance, and other investment solutions. We are looking for passionate sales professionals to join our team.
Key Responsibilities:
Acquire and manage clients for insurance, mutual funds, and financial products
Achieve monthly and quarterly sales targets through client acquisition, referrals, and follow-ups
Understand client needs and provide suitable financial solutions
Maintain long-term relationships to increase client retention and wallet share
Provide after-sales support and ongoing financial guidance
Handle documentation, application processing, and policy issuance
Maintain accurate client records and update CRM system
Job Type: Full-time
Pay: ₹200,000.00 - ₹500,000.00 per year
Work Location: In person
Transformative Wealth Mentors IMF Pvt. Ltd
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