: Sales Associate (Mutual Funds)

Department: Sales

Designation: Sales Associate (Contractual employment with Teamlease)

Reporting to: Manager - Sales

Role & Responsibilities

- Report to the BOI Investment Managers (BOI IM) Sales Manager in the respective city.
- Cover and service Bank of India (BOI) branches, managing 6-10 branches depending on the city/branch size.
- Represent BOI IM for the sale and service of mutual funds.
- Build and maintain relationships with BOI branch customers.
- Understand products, market scenarios, and suggest investment options based on client profiling.
- Manage walk-in clients and follow up on leads.
- Ensure branch visibility with proper display of marketing materials (POP).
- Track competitor activities and generate relevant insights.
- Assist in organizing and conducting branch-level activities and training sessions.
- Support BOI Marketing Officers in completing KYC processes.
- Analyze clientele insights to identify business potential.

Qualifications & Skillsets

- Education: Graduate (any stream).
- Certification: NISM certification (mandatory).
- Languages: Proficiency in English (spoken and written) and local language (e.g., Marathi in Maharashtra, Kannada in Karnataka).




- Soft Skills: Presentable with positive manners and etiquette.
- Transport: Private transport preferred.
- Sales Skills: Strong ability to convert prospects into clients and ensure ongoing sales.

Experience & Industry Background

- Experience: Minimum 2 years in Insurance, Banking, or Mutual Funds.
- Exclusions: Candidates with experience in broking firms or back-office jobs are not eligible.

Desired Traits

- Go-Getter Attitude: Passion for performance and growth.
- Relationship Building: Extroverted, natural relationship builder who enjoys meeting new people.
- Ethical Practices: Transparent and honest, with no rebating or passing back commissions.
- Integrity: High levels of honesty and ethical behavior.

Compensation & Benefits

- Salary: Up to ₹4 LPA (for the right candidate).
- Incentives: Based on target achievements.
- Additional Benefits:
- Mobile reimbursement
- Local conveyance allowance
- Internet allowance
- Medical insurance

Other Details

- Gender: No preference.
- Age: 21-30 years.
- Industry: Insurance, Banking, Mutual Funds.

📌 Sales Trainee / Sales Associate, BOI Investment Managers (Pune)
🏢 Bank of India Mutual Fund
📍 Pune