Company: Mansh Capital

Location: Remote

Experience: 1–2+ years

Employment Type: Full-time

Industry: Financial Services / Wealth Management

About Mansh Capital

Mansh Capital is a financial services firm helping individuals and families make better financial decisions through financial planning, mutual funds, insurance, and wealth-building solutions.

Our approach is simple: Plan. Protect. Grow.

We are looking for a dynamic, energetic and result-oriented sales professional who can take ownership of the sales process for our two core business verticals: Mutual Funds + Insurance

If you enjoy speaking with people, understanding their financial needs, converting prospects into clients, and building long-term relationships, this role is for you.

The Role

As a Sales Manager – Mutual Funds & Insurance, you will be responsible for managing the sales process end-to-end.

You will work closely with prospects and clients, understand their financial requirements, coordinate with the advisory team where required, recommend suitable financial products within the company's process and compliance framework, and drive conversions.

The ideal candidate should have 1–2+ years of experience in financial product sales, preferably from:

- Banks
- Mutual fund distributors
- Wealth management firms
- Insurance companies
- NBFCs
- Fintech companies
- Broking / financial services companies

Experience in selling mutual funds and/or insurance is highly preferred.

Key Responsibilities

- Lead Management & Conversion

- Handle leads generated through digital marketing, referrals, campaigns and other channels.
- Contact and qualify leads through calls, WhatsApp and meetings.
- Understand the prospect's financial requirements, goals and existing investments/insurance.
- Move prospects through the sales funnel and convert qualified leads into clients.
- Maintain systematic follow-ups until closure.
- Ensure no qualified lead is left unattended.

2. Mutual Fund Sales

- Generate and convert mutual fund business through SIPs and lump-sum investments.
- Understand clients' investment objectives, risk profile and time horizon.
- Explain mutual fund concepts and investment solutions in a simple manner.
- Drive new SIP registrations and additional investments from existing clients.
- Identify opportunities for increasing client wallet share.




- Build long-term relationships with investors.

3. Insurance Sales

- Generate and convert health and term insurance opportunities.
- Understand the client's protection requirements.
- Explain policy features, benefits, exclusions and important terms clearly.
- Coordinate with the internal team/insurer for quotations, documentation and policy issuance.
- Follow up with prospects throughout the policy issuance process.
- Build opportunities for insurance from the existing client base.

4. Prospecting & Business Development This is a critical part of the role.

You will not only depend on company-generated leads.

You will be expected to develop your own pipeline through:

- Referrals
- Existing network
- Client references
- Cold calling
- WhatsApp outreach
- LinkedIn
- Local networking
- Partnerships
- Events and seminars
- Other relevant prospecting channels

If the existing lead pipeline becomes weak, you should know how to create your own pipeline.

- Sales Pipeline Management

- Maintain accurate records of all prospects and opportunities in the CRM.
- Track lead status, follow-ups, expected closures and revenue.
- Maintain a healthy sales pipeline.
- Prioritize hot, warm and cold prospects.
- Provide regular sales reports and forecasts.
- Ensure timely follow-up on every qualified opportunity.

6. Client Relationship Management

- Develop strong and long-term relationships with clients.
- Understand changing client requirements.
- Identify additional financial product opportunities where appropriate.
- Generate referrals from satisfied clients.
- Maintain a professional and trustworthy client experience.

7. Sales Process Ownership You will be expected to take ownership of the complete sales cycle:

Lead → Qualification → Discovery → Requirement Understanding → Product Discussion → Objection Handling → Follow-up → Conversion → Documentation → Client Onboarding → Relationship Management

What We Are Looking For

Must Have





- 1–2+ years of experience in financial product sales.
- Experience in mutual funds, insurance or related financial products.
- Strong communication and interpersonal skills.
- Comfortable speaking with prospects over phone and in person.
- Strong follow-up and negotiation skills.
- Ability to handle sales targets.
- Ability to independently manage a sales pipeline.
- Strong customer orientation.
- Comfortable using CRM/software for lead management.
- Willingness to actively prospect and generate business.

Preferred Background

Candidates from:

- Banks
- Mutual Fund Distribution
- Insurance
- Wealth Management
- NBFCs
- Fintech
- Broking
- Financial Advisory firms

will be considered.

The Person We Want

We are looking for someone who is:

- Hungry – wants to build a strong career in financial services.
- Energetic – enjoys speaking with people and initiating conversations.
- Proactive – doesn't wait for leads; knows how to create opportunities.
- Accountable – takes ownership of numbers and outcomes.
- Persistent – understands that sales requires consistent follow-up.
- Client-focused – prioritizes understanding the client's requirement over simply selling a product.
- Ethical – understands the importance of trust and compliance in financial services.
- Entrepreneurial – can operate independently and help build the sales function.

Key Performance Areas

Performance will be evaluated on metrics such as:

- Qualified leads contacted
- Lead-to-meeting conversion
- Meeting-to-client conversion
- New clients acquired
- Monthly SIP business
- Mutual fund AUM generated
- Insurance premium generated
- Revenue generated
- Referral generation
- Follow-up discipline
- Pipeline size and quality
- Client retention and relationship quality

Why Join Mansh Capital?

- Chance to take ownership of the sales function.
- Work directly with the founder and leadership.
- Exposure to multiple financial products and client segments.
- Opportunity to grow into a larger sales leadership role.
- Performance-oriented environment.
- Opportunity to build a long-term career in wealth management and financial services.

Compensation

Fixed Salary + Performance Incentives

Compensation will be based on experience, existing sales performance and overall fit.

📌 Sales Executive - Mutual Funds & Insurance (India)
🏢 Mansh Capital
📍 India