Mutual Fund Sales

Equentis Wealth Advisory; Mumbai; Sur place; INR 500 000 - 800 000; Plein temps

Résumé du poste

Equentis Wealth Advisory in Mumbai seeks a sales-oriented professional to acquire and manage retail clients across insurance, mutual funds, bonds, and fixed income. You will build relationships through referrals, field activity and digital channels while conducting needs analyses and product presentations.

The ideal candidate has 1+ year in BFSI sales or wealth advisory, with strong communication in English, Hindi and a regional language, and a drive to meet revenue targets.

Qualifications

• 1+ year of experience in BFSI sales or wealth advisory.
• Experience in private wealth or RM/customer relationship roles is preferred.
• Proven ability to acquire clients and generate revenue.
• Excellent verbal and written communication skills in English and at least one regional language.
• Basic understanding of financial markets and products.

Responsabilités

• Acquire and manage individual retail customers for insurance, mutual funds, bonds, and fixed income.
• Source leads through references, field activity, digital channels and outreach.
• Conduct need-analysis, product presentations, and convert prospects into sales.
• Recommend suitable products based on risk profile and financial goals.
• Offer comprehensive investment and protection solutions to increase wallet share.
• Build long-term customer relationships for repeat business.

Description du poste

Role & responsibilities

Acquire and manage individual retail customers for insurance, MF, bonds, and Fixed Income.

• Source leads through references, field activity, digital channels, and customer outreach.

• Conduct need-analysis, product presentations, and convert prospects into sales.

• Recommend suitable products based on customer risk profile and financial goals.

• Offer comprehensive investment and protection solutions to increase wallet share.

• Build long-term customer relationships for repeat business.

Preferred candidate profile

• Minimum 1+ year of experience in:
  • BFSI Sales
  • Wealth Advisory
  • Private Wealth
  • Relationship Management (RM)
  • B2C Inside Sales
• Basic understanding of financial markets and products.
• Fluency in English, Hindi, and at least one regional language.
• Excellent verbal and written communication skills.
• Proven ability to acquire clients and generate revenue.
• Strong attention to detail and accuracy.
• Willingness to work extra hours when required.
• Ability to independently manage client relationships.
• Passion for sales, advisory, and achieving business goals.
• Willingness to learn and adapt (learn and unlearn).
• Strong ownership mindset and hustler attitude.