Role & responsibilities

- Sell Mutual Funds, Life Insurance, and Health Insurance products to prospective and existing clients
- Generate leads through cold calling, referrals, walk-ins, and market prospecting
- Conduct client meetings to understand financial needs and recommend suitable products
- Achieve daily, weekly, and monthly sales targets across all assigned product lines
- Handle the complete sales cycle pitching, objection handling, documentation, and closure
- Build and maintain long-term client relationships to drive repeat business and referrals
- Cross-sell additional products to existing clients to increase wallet share
- Maintain accurate records of leads, follow-ups, and sales in the CRM
- Stay updated on product features, market trends, and scheme changes across MF, life, and health insurance
- Ensure all sales activity complies with SEBI, IRDAI, and AMFI guidelines

Preferred candidate profile

- 6 months to 1 year of hardcore,



target-driven sales experience in Mutual Funds, Life Insurance, or Health Insurance
- Comfortable with outbound sales, cold calling, and field/client meetings
- Strong communication and interpersonal skills with a persuasive approach
- Self-motivated with the ability to work independently toward targets
- NISM/AMFI certification preferred (or willingness to obtain); IRDAI license** preferred
- Freshers with a short internship/sales stint in BFSI may also be considered for the right attitude

Perks and benefits

- Fixed salary + performance-linked incentives
- On-the-job training on products, compliance, and sales technique
- Transparent growth path to Relationship Manager / Senior Relationship Manager based on performance
- Exposure to multiple product lines (MF, Life, Health) rather than a single vertical

📌 Associate Relationship Manager (Pune)
🏢 Veracity Investment Management Imf
📍 Pune