Company: Urban Fintech IMF Private Limited
Location: Kaloor, Ernakulam, Kerala
Position: Sales Manager – Wealth Management
Employment Type: Full-Time
Salary Range: ₹30,000 – ₹40,000 per month (Based on experience and performance)
About the Company
Urban Fintech IMF Private Limited is a professionally managed financial services company incorporated under the Companies Act, 2013. The company specializes in Insurance, Mutual Funds, Investments, Loans, Wealth Management, and Financial Solutions. Backed by professionals with over 15 years of industry experience, we are committed to delivering transparent, customer-focused financial solutions while adhering to the regulatory guidelines of the Insurance Regulatory and Development Authority of India (IRDAI) and the Association of Mutual Funds in India (AMFI).
Job Summary
We are seeking a dynamic and result-oriented Sales Manager – Wealth Management to drive business growth by acquiring new clients and managing relationships with existing customers. The ideal candidate should possess strong sales and relationship management skills, a sound understanding of financial products, and a proven track record in wealth management, insurance, banking, or other financial services.
Key Duties and Responsibilities
- Drive sales of wealth management products, including life insurance, health insurance, general insurance, mutual funds, loans, and investment solutions.
- Identify, acquire, and develop new business opportunities through prospecting, networking, referrals, and client meetings.
- Recruiting, training, mentoring, and develop new team members.
- Build and maintain long-term relationships with high-net-worth individuals (HNIs), retail clients, and corporate customers.
- Understand clients' financial goals and recommend suitable investment and protection solutions.
- Achieve monthly, quarterly, and annual sales targets as assigned by the company.
- Conduct financial need analysis and provide customized wealth management solutions.
- Cross-sell and upsell financial products to existing clients.
- Coordinate with insurance companies, banks, and asset management companies to ensure smooth business processing and customer service.
- Ensure compliance with company policies, IRDAI regulations, AMFI guidelines, and other applicable statutory requirements.
- Resolve customer queries and provide prompt after-sales support.
- Maintain accurate records of customer interactions, sales activities, and business opportunities using CRM systems.
- Prepare daily, weekly, and monthly sales reports for management.
- Stay updated on market trends, financial products, and regulatory changes to provide informed advice to clients.
- Participate in promotional activities, seminars, and business development initiatives to expand the company's client base.
Eligibility Criteria
- Bachelor's Degree in any discipline from a recognized university.
- Minimum 3–5 years of experience in banking, insurance, NBFCs, wealth management, mutual funds, stock market, co-operative societies, or other financial services sectors.
- Proven experience in sales, business development, and relationship management within the financial services industry.
- Strong knowledge of insurance products, mutual funds, loans, investments, and wealth management solutions.
- Excellent communication, negotiation, presentation, and interpersonal skills.
- Ability to build client relationships and achieve sales targets.
- Proficiency in MS Office and CRM software is an added advantage.
Key Skills
- Sales and Business Development
- Wealth Management and Financial Advisory
- Customer Relationship Management
- Insurance and Investment Product Knowledge
- Client Acquisition and Retention
- Communication and Presentation Skills
- Negotiation and Closing Skills
- Financial Planning
- Compliance and Regulatory Awareness
- Time Management and Organizational Skills
Benefits
- Competitive salary of ₹30,000 – ₹40,000 per month
- Attractive performance incentives
- Career growth opportunities
- Professional training and development
- Supportive and collaborative work environment
- Opportunity to work with leading financial institutions and insurance partners
Pay: ₹30,000.00 - ₹40,000.00 per month
Benefits:
Work Location: In person
