Job Snapshot

Updated Date

21-08-2026

Job ID

JID_1337

Department

Financial Services

Location

Plot no. 273, Phase II, Udyog Vihar, Sector 20, Gurugram, Haryana, India

Experience

4 - 6 Years

Employee Type

Onroll

Job Description

What this person should handle
- Lead a team selling Corporate FDs, Bank FDs, Bonds, NCDs and other fixed-income products
- Drive sales through existing customers, partners and new client acquisition
- Achieve team-level revenue/AUM and product sales targets
- Build relationships with HNI/UHNI customers, distributors and channel partners
- Coach the team on product knowledge, pitching and closures
- Track daily pipeline, conversions and team productivity
Work closely with Product,



Operations and Compliance teams

Ideal Candidate Profile
- 4–8 years of experience in Wealth, Investments, Broking, BFSI or Fintech
- At least 2–3 years of team-handling experience
- Robust experience in selling FDs, Bonds, NCDs, Mutual Funds or other investment products
- Preferably from companies such as wealth platforms, brokers, investment distributors or banks
- Strong understanding of fixed-income products and customer suitability
- Experience managing a target-driven sales team

📌 Team Lead (Gurugram)
🏢 Insurancedekho.com
📍 Gurugram