Job DescriptionAssociate Sales Manager – Insurance & Mutual Funds
Company: Sangmitra Wealth
Location: Tamil Nadu (Field Sales)
Employment Type: Full-Time
Department: Sales & Business Development
Reporting To: Business Head / Founder
About Sangmitra Wealth
Sangmitra Wealth is a financial services company dedicated to helping individuals and families achieve financial security through comprehensive wealth management solutions. Our services include Mutual Funds, Life Insurance, Health Insurance, General Insurance, Fixed Deposits (FD), National Pension System (NPS), and other financial products.
Position Summary
We are looking for a dynamic and result-oriented Associate Sales Manager to acquire new customers, build long-term relationships, and promote our range of financial products. The ideal candidate should have excellent communication skills, a passion for sales, and a customer-first approach.
Key ResponsibilitiesSales & Business Development
- Generate leads through referrals, field visits, digital marketing leads, and networking.
- Acquire new customers for Mutual Funds and Insurance products.
- Conduct client meetings to understand financial goals and recommend suitable solutions.
- Achieve monthly and quarterly sales targets.
- Develop and maintain relationships with existing customers for repeat business and referrals.
- Cross-sell and up-sell financial products.
Mutual Fund Sales
- Explain SIP, Lumpsum, ELSS, Hybrid, Debt, and Equity Mutual Funds.
- Assist customers with KYC, account opening, SIP registration, and investment documentation.
- Monitor client portfolios and provide periodic reviews.
- Educate clients on long-term wealth creation through disciplined investing.
Insurance Sales
- Sell Life Insurance, Health Insurance, Motor Insurance, Personal Accident Insurance, and General Insurance.
- Perform customer need analysis before recommending policies.
- Assist customers with renewals and policy servicing.
- Support claim assistance whenever required.
- Ensure compliance with insurance regulations and company guidelines.
Customer Relationship Management
- Maintain regular contact with clients.
- Ensure high customer satisfaction.
- Build long-term trust and referral networks.
Documentation & Compliance
- Complete all required documentation accurately.
- Maintain customer records in CRM.
- Follow SEBI, AMFI, IRDAI, and company compliance requirements.
- Protect customer confidentiality.
Reporting
- Submit daily activity reports.
- Update sales pipeline and lead status.
- Participate in weekly sales review meetings.
EligibilityEducation
- Bachelor's Degree in any discipline.
- MBA (Marketing/Finance) is an added advantage.
Experience
- 0–2 years: Associate Sales Manager (Freshers with strong sales aptitude are welcome.)
- Experience in Banking, Insurance, NBFC, Mutual Funds, Financial Products, or Direct Sales is preferred.
Required Skills
- Excellent communication skills (Tamil is mandatory; English is an added advantage)
- Strong interpersonal and negotiation skills
- Customer relationship management
- Sales and presentation skills
- Self-motivated and target-oriented
- Basic computer knowledge (MS Office, Google Sheets, CRM)
- Ability to work independently and as part of a team
Key Performance Indicators (KPIs)
- Monthly sales target achievement
- Number of new customers acquired
- SIP registrations
- Insurance policies issued
- Customer retention and renewals
- Referral business generated
- Customer satisfaction score
- CRM data accuracy
Compensation
- Fixed Salary
- Attractive Performance Incentives
- Sales Bonus
- Travel Allowance (as per company policy)
- Career Growth Opportunities
- Training & Development Programs
Contact us via WhatsApp :9790366015
mail: [email protected]
Career Path
Associate Sales Manager
⬇
Sales Manager
⬇
Senior Sales Manager
⬇
Branch Manager
⬇
Regional Sales Manager
Why Join Sangmitra Wealth?
- Fast-growing financial services company
- Unlimited earning potential through incentives
- Continuous product and sales training
- Supportive work culture
- Career advancement opportunities
- Opportunity to build a rewarding career in financial services
Join Our Team
If you are passionate about helping people achieve financial security while building a successful sales career, we'd love to hear from you.
Sangmitra Wealth
"Building Wealth. Protecting Dreams."
Pay: ₹10,000.00 - ₹25,000.00 per month
Benefits:
- Flexible schedule
- Life insurance
- Work from home
Work Location: Remote
