Wealth Manager- Mutual Fund & Insurance (Sales)

Crescore Capital; Gurugram District; On-site; INR 300,000 - 700,000; Full time

Benefits offered by this job

Salary commensurate with AUM

Job summary

Crescore Capital in Gurugram, India, is hiring for a financial sales role focusing on mutual funds and insurance products. You will acquire new clients, advise on investments, and cross-sell General & Health Insurance to grow market share.

The ideal candidate holds NISM-5A or IRDA certification, with CFP being a plus, and a proven track record in mutual funds and insurance sales within the financial services sector.

Qualifications

• Must have NISM-5A certification or IRDA certification.
• Certified Financial Planner will be a plus.
• Prior proven record of mutual funds & Insurance sales; Financial Services - Asset Management.

Responsibilities

• Acquire new clients and provide advice on financial investments by selling mutual funds and general & health insurance.
• Maintain existing and new clients to improve market share.

Job description

Acquiring new clients & providing advice on financial investments by selling Mutual Funds,
General & Health Insurance. Maintaining existing/new clients for improving our market
share.

Required Candidate profile

• Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management

Perks and benefits

• Salary shall be commensurate in accordance to AUM