Sales Manager

JRG Financial Services Pvt. Ltd.; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Performance incentives

Job summary

JRG Financial Services Pvt. Ltd. in Gurugram invites a dynamic Sales Manager to drive business growth within our wealth management division.

You will guide clients toward suitable mutual fund and insurance solutions by understanding their financial needs and risk appetite, and build a robust client pipeline. The role emphasizes client relationships, market knowledge, and adherence to regulatory standards, with attractive incentives and opportunities to advance within a growing financial services

Qualifications

• Basic understanding of personal finance concepts, investments and insurance.
• Strong client-facing skills with attention to detail.
• Ability to analyze client needs and tailor financial solutions.
• Excellent communication and time management abilities.
• Maintain ethical standards and confidentiality.

Responsibilities

• Identify and acquire new clients for mutual fund and insurance products.
• Build and maintain a strong client pipeline and relationships.
• Conduct financial needs analysis to assess goals and risk appetite.
• Recommend appropriate investment and insurance solutions.
• Ensure compliance with policies and regulatory standards.

Skills

Client acquisition

Relationship building

Needs analysis

Communication skills

Time management

Professional ethics

Education

Bachelor's degree in Finance/Commerce

Tools

CRM software

MS Excel

Job description

JRG Financial Services Pvt. Ltd. | Full time

Wealth Escalator by JRG FinancialServices Pvt Ltd is a growing financial services firm specializing in the distribution of mutual funds, insurance, and investment solutions. The company focuses on helping clients achieve their financial goals through personalized investment strategies and financial planning.

With a strong commitment to client relationships and long-term wealth creation, the firm aims to expand its presence in financial and wealth management services.

We are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and recommending appropriate mutual fund and insurance products.

This position offers an excellent opportunity to grow within the financial services and wealth management sector, while helping clients achieve their long-term financial goals.

Client Acquisition & Business Development

• Identify and acquire new clients for mutual fund and insurance products.
• Build a strong pipeline through referrals, networking, and relationship-building.
• Conduct financial needs analysis to understand clients’ goals and risk appetite.
• Recommend suitable investment and insurance solutions based on client requirements.

Client Relationship Management

• Develop and maintain long-term relationships with clients.
• Provide regular updates and support regarding their investments and financial plans.

Market & Product Knowledge

• Stay updated with market trends, financial products, and regulatory changes.
• Continuously enhance knowledge to provide relevant and timely financial advice.

Compliance & Process Adherence

• Ensure all activities comply with company policies, industry regulations, and documentation standards.

Requirements

• Basic understanding of personal finance concepts – investments, insurance, and taxation.
• Strong attention to detail and analytical thinking.
• Effective communication skills.
• Excellent time management and attention to detail.
• Client-centric attitude and problem‑solving ability.
• High standards of ethics, confidentiality, and professionalism.
• Competitive Salary + Attractive Performance Incentives