Role & responsibilities

Acquire and manage individual retail customers for insurance, MF, bonds, and Fixed Income.

- Source leads through references, field activity, digital channels, and customer outreach.
- Conduct need-analysis, product presentations, and convert prospects into sales.
- Recommend suitable products based on customer risk profile and financial goals.
- Offer comprehensive investment and protection solutions to increase wallet share.
- Build long-term customer relationships for repeat business.

Preferred candidate profile

- Minimum 1+ year of experience in:

- BFSI Sales

- Wealth Advisory

- Private Wealth

- Relationship Management (RM)

- B2C Inside Sales
- Basic understanding of financial markets and products.




- Fluency in English, Hindi, and at least one regional language.
- Excellent verbal and written communication skills.
- Proven ability to acquire clients and generate revenue.
- Solid attention to detail and accuracy.
- Willingness to work extra hours when required.
- Ability to independently manage client relationships.
- Passion for sales, advisory, and achieving business goals.
- Willingness to learn and adapt (learn and unlearn).
- Strong ownership mindset and hustler attitude.

📌 Mutual Fund Sales (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai