Wealth Manager

Veracity Investment Management Imf Llp; Pune District; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Attractive fixed salary + uncapped, IN

Fast-track growth path

Lead support & product training

Job summary

Veracity Investment Management Imf Llp in Pune seeks a target-driven sales professional to drive end-to-end sales across mutual funds, life, health, and SME insurance. You will acquire new HNI and SME clients through networking, referrals, cold calling, and market prospecting, and conduct needs analysis to pitch the right financial mix.

You will own the full sales cycle—from lead generation to closing—while consistently meeting monthly targets, building a robust SME portfolio, and ensuring

Qualifications

• Minimum 2 years of target-driven sales experience in financial products (multi-product exposure preferred).
• Proven ability to independently generate leads and close sales with data to back performance.
• Strong communication, negotiation, and relationship-building skills.
• Required NISM/AMFI certification & IRDAI license (or willingness to obtain immediately).

Responsibilities

• Drive end-to-end sales across Mutual Funds, Life Insurance, Health Insurance, and SME/Commercial Insurance products.
• Acquire new HNI/mass-affluent clients and SME business owners through networking, referrals, cold calling, and market prospecting.
• Conduct in-depth financial needs analysis and pitch the right mix of investment and insurance products.
• Own the full sales cycle and lead generation, pitching, objection handling, closing, and documentation.
• Consistently achieve and exceed monthly/quarterly sales and revenue targets across all product lines.
• Build and manage a strong SME client portfolio for group health, employee benefits, and business insurance needs.
• Cross-sell and upsell across the product bouquet to maximize wallet share per client.
• Maintain a strong sales pipeline and accurate reporting through CRM.
• Stay updated on market trends, new fund launches, and product/regulatory changes across MF, life, health, and SME insurance.
• Ensure full compliance with SEBI, IRDAI, and AMFI norms in all sales activity.

Skills

Mutual funds sales

Insurance sales

HNI clients

SME clients

Lead generation

Negotiation

CRM

Networking

IRDAI/NISM

Regulatory compliance

Tools

CRM

Job description

Role & responsibilities

• Drive end-to-end sales across Mutual Funds, Life Insurance, Health Insurance, and SME/Commercial Insurance products
• Acquire new HNI/mass-affluent clients and SME business owners through networking, referrals, cold calling, and market prospecting
• Conduct in-depth financial needs analysis and pitch the right mix of investment and insurance products
• Own the full sales cycle and lead generation, pitching, objection handling, closing, and documentation
• Consistently achieve and exceed monthly/quarterly sales and revenue targets across all product lines
• Build and manage a strong SME client portfolio for group health, employee benefits, and business insurance needs
• Cross-sell and upsell across the product bouquet to maximize wallet share per client
• Maintain a strong sales pipeline and accurate reporting through CRM
• Stay updated on market trends, new fund launches, and product/regulatory changes across MF, life, health, and SME insurance
• Ensure full compliance with SEBI, IRDAI, and AMFI norms in all sales activity

Preferred candidate profile

• Minimum 2 years of hardcore, target-driven sales experience in Mutual Funds, Life Insurance, Health Insurance, or SME/Commercial Insurance (multi-product exposure strongly preferred)
• Proven ability to independently generate leads and close sales - not just service inbound/warm leads
• Strong track record of meeting or exceeding sales targets, with data/numbers to back it
• Excellent communication, negotiation, and relationship-building skills
• Self-driven, resilient, and comfortable with a high-activity, incentive-linked role
• Required NISM/AMFI certification & IRDAI license (or willingness to obtain immediately)
• Existing client base or market network is a strong plus

Perks and benefits

• Attractive fixed salary + uncapped, performance-linked incentives
• Fast-track growth path for high performers
• Strong lead support and product training provided
• Opportunity to sell across a full product bouquet (MF, Life, Health, SME) rather than a single vertical