Company Description Befiqrr.com is a comprehensive financial platform dedicated to guiding individuals through every stage of their financial journey. The company focuses on helping clients protect their future, grow wealth, manage finances responsibly, and achieve long-term financial well-being. Befiqrr.com offers expertise across Mutual Funds, SIPs, Insurance, Loans, Tax Management, and Wealth Planning.

The team emphasizes goal-based investing, financial discipline, and clear education on investment opportunities for sustainable wealth creation. Applicants join a mission-driven organization committed to making financial planning accessible and effective.

Role Description The Regional Sales Manager will oversee sales operations and business development activities within the Bengaluru region in a full-time, on-site capacity. This role involves identifying and pursuing new client opportunities, building and managing a high-performing sales team, and nurturing long-term relationships with individual and institutional clients.

The Regional Sales

Manager will collaborate closely with product and marketing teams to align regional sales strategies with company offerings in mutual funds, insurance, loans, and wealth planning. Daily responsibilities include setting sales targets, monitoring performance, providing coaching and training to sales staff, conducting client meetings and presentations, and ensuring compliance with all relevant financial regulations and company policies.



The role also requires regular market analysis to track competitor activities, understand customer needs, and refine sales strategies for sustainable growth.

Qualifications

- Strong skills in regional sales management, business development, and client relationship management within financial services or related industries.
- Proficiency in consultative selling, negotiation, and closing, with the ability to explain complex financial products in clear, accessible terms.
- Experience leading and mentoring sales teams, including setting targets, performance tracking, and coaching for improvement.
- Solid understanding of investment and financial planning concepts, such as mutual funds, SIPs, insurance, loans, tax planning, and wealth management.
- Excellent communication, presentation, and interpersonal skills, with the ability to engage diverse client segments and stakeholders.
- Strong analytical and problem-solving abilities, including market analysis, sales forecasting, and data-driven decision-making.
- Comfort working with CRM systems, sales reporting tools, and basic office productivity software.
- Bachelor’s degree in Business, Finance, Economics, or a related field; a postgraduate qualification or relevant certifications (e.g., CFP, NISM) are an advantage.
- Proven track record of meeting or exceeding sales targets in a regional or territory-based role.
- Ability to work in office in Bengaluru and travel within the region as required.

📌 Regional Sales Manager (Bengaluru)
🏢 Befiqrr.com
📍 Bengaluru