Company: Premier Capital Advisor

Location: Chembur, Mumbai

Position: Financial Products Sales Executive / Relationship Manager

Employment Type: Full-Time

Industry: Wealth Management & Financial Services

About the RoleWe are looking for an energetic, confident and result-oriented Sales Executive to grow our financial products distribution business.

The candidate will be responsible for acquiring new clients, building long-term relationships, generating investment opportunities and increasing the company's Assets Under Management (AUM).

Key Responsibilities1. Current Client Acquisition

- Identify and approach potential HNI, affluent, salaried, business-owner and NRI clients.
- Generate leads through referrals, networking, LinkedIn, calling and field visits.
- Schedule client meetings and convert qualified prospects into investors.
- Develop new business opportunities across Chembur and Mumbai.

2. Financial Products Sales

Promote and distribute suitable financial products, including:

- Mutual Funds – SIPs and Lump-Sum Investments
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- Specialised Investment Funds (SIF)
- Bonds and Fixed-Income Products
- Direct Equity and Other Investment Products
- Insurance and Protection Products

Products to be offered according to the company's applicable registrations, authorisations and client suitability.

3. Client Relationship Management

- Build strong and lasting client relationships.
- Understand clients' investment objectives, risk profiles and financial requirements.
- Conduct regular client meetings and investment follow-ups.
- Identify opportunities for additional investments from existing clients.
- Generate referrals and strengthen client engagement.

4. Sales Execution & Business Development

- Achieve monthly sales, SIP registration and net AUM mobilisation targets.
- Conduct daily prospecting and follow-up activities.
- Maintain an active pipeline of qualified prospects.
- Coordinate with operations for documentation, KYC and transaction processing.




- Participate in investor awareness programmes, networking events and local business activities.

5. Reporting & Coordination

- Maintain accurate lead and client records in the CRM.
- Submit daily activity reports and weekly sales updates.
- Track meetings, conversions, investments and pending closures.
- Coordinate with management to improve sales strategies.
- Candidate RequirementsGraduate in Commerce, Finance, Business Administration or a related field.
- 1–4 years of experience in financial products sales, banking, mutual funds, insurance or wealth management preferred.
- Freshers with excellent communication and sales abilities may also apply.
- Strong communication skills in English and Hindi; Marathi is an advantage.
- Confident in client meetings, relationship building and sales follow-ups.
- Comfortable with inside sales and outdoor client meetings.
- Knowledge of mutual funds and investment products is desirable.
- NISM Series V-A certification preferred and required for applicable mutual fund distribution activities.
- Key Performance Indicators (KPIs)New clients acquired monthly.
- Net new AUM mobilised.
- New SIP registrations and monthly SIP value.
- Client meetings conducted.
- Lead-to-client conversion ratio.
- Additional investment mobilisation from existing clients.
- Revenue generated from eligible financial product distribution.
- What We OfferFixed salary with performance-linked incentives.
- Opportunity to work across multiple financial products.
- Training in mutual funds, PMS, AIFs, bonds and other investment solutions.
- Direct interaction with business owners and affluent investors.
- Career growth in relationship management and wealth distribution.

Ideal CandidateWe are looking for someone who enjoys meeting people, building connections and converting conversations into business opportunities.

A proactive sales professional with strong follow-up discipline, relationship-building abilities and a passion for growing a financial services business.

Interested candidates can share their resumes with Premier Capital Advisor.

📌 Financial Advisor (Mumbai)
🏢 Premier Capital Advisor
📍 Mumbai