Commission Sales Associate

RELIFE ADVISORY; Surat; Hybrid; INR 200,000 - 400,000; Full time

Job summary

Relife Advisory in Surat is seeking a Commission Sales Associate to identify prospective clients, explain mutual fund and financial solution offerings, and guide investment choices based on client needs and risk tolerance. You will generate leads, conduct meetings, present tailored portfolio recommendations, and maintain relationships through regular follow-ups and reviews.

This is a commission-based, hybrid role based in Surat.

Qualifications

• Graduate or postgraduate qualified.
• Strong client relationship-building and communication.
• Ability to explain financial products and basic investments.
• Sales, lead generation, pipeline management and closure.
• Organizational and time-management skills for handling multiple clients.
• Proficiency with standard office software and remote tools.
• Experience in financial services or mutual fund distribution preferred.
• Finance or business background advantageous.
• Comfort with commission-based earnings and regulatory compliance.

Responsibilities

• Generate leads and qualify prospects.
• Conduct client meetings to present solutions.
• Present tailored mutual fund portfolios.
• Maintain relationships with regular follow-ups and reviews.
• Coordinate with internal teams for accurate processing.
• Stay updated on market trends and product updates.

Skills

Client relationship

Communication

Sales

Negotiation

Time management

Education

Graduate

Postgraduate

Job description

Company Description

Relife Advisory is a client-focused mutual fund distribution and financial solutions firm dedicated to helping individuals and families build smarter, more secure financial futures. The firm designs customized investment portfolios aligned with clients' goals, risk profiles, and life stages. By emphasizing personalized financial planning and transparent advice, Relife Advisory aims to support long-term wealth creation and financial wellbeing. Team members work in a collaborative environment that values integrity, client education, and sustainable growth.

Role Description

The Commission Sales Associate is responsible for identifying prospective clients, explaining mutual fund and financial solution offerings, and guiding clients through investment choices based on their needs and risk tolerance. Day-to-day tasks include generating leads, conducting client meetings, presenting tailored portfolio recommendations, and maintaining ongoing relationships through regular follow-ups and reviews. The role involves documenting client interactions, coordinating with internal teams to ensure accurate processing of investments, and staying current with market trends and product updates. This is a commission-based role with earning potential linked to performance. It is a hybrid position based in Surat.

Qualifications & Job Role :

• Any Graduate or Post Graduate
• Strong client relationship-building, consultation, and interpersonal communication skills.
• Ability to understand financial products, interpret basic investment and risk concepts, and explain them clearly to clients.
• Sales and negotiation abilities, including lead generation, pipeline management, and closing opportunities ethically.
• Organizational and time-management skills to handle multiple client accounts and follow-ups efficiently.
• Proficiency with standard office software and digital communication tools for maintaining records and conducting remote interactions.
• Prior experience in financial services, mutual fund distribution, or sales is preferred but not mandatory.
• Relevant academic background in finance, commerce, business, or a related field is an advantage.
• Comfort working in a commission-based structure and commitment to meeting regulatory and compliance standards.