Sales Advisor

Growrich Business Solutions

0 - 31 years

3 - 4 Lacs

adajan gam surat

Posted:4 days ago| Platform: Apna logo

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Skills Required

upselling analyze drive compliance management portfolio retention reporting tracking collaboration

Work Mode

On-site

Job Type

Full Time

Job Description

A mutual fund and insurance sales manager in Surat typically focuses on acquiring new clients, cross-selling and upselling mutual fund and insurance products, and maintaining relationships for ongoing sales. The expected salary for such roles is ₹25,000 to ₹30,000 per month, plus incentives for performance, and the job generally involves field work in the region. Job Description Find and acquire new clients through field work and networking. Maintain relationships with existing clients to promote cross-selling and upselling of mutual fund and insurance products. Analyze mutual fund performance and market trends to recommend adjustments to client portfolios. Drive sales initiatives and reach regional targets for both mutual fund and insurance products. Provide financial advisory services tailored to client needs. Ensure compliance with industry and regulatory standards during sales and advisory activities. Salary and IncentivesBasic salary: ₹25,000 to ₹30,000 per month. Performance-based incentives for achieving sales targets (both new client acquisition and cross-selling to existing clients). Many roles may also offer travel allowances and additional perks, depending on the company policy. Key Responsibilities Client acquisition and lead management. Portfolio diversification and sales of mutual funds and insurance. Relationship building and customer retention. Reporting daily sales activity and tracking market trends. Team collaboration and adherence to sales processes. This profile suits candidates comfortable with field work and engaged sales activities in the Surat region, focusing on financial product distribution and client-centric solutions.

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Sales Advisor