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).
Robust ownership mindset and hustler attitude.

📌 Mutual Fund Sales Mumbai
🏢 Equentis Wealth Advisory
📍 Mumbai