Assistant Manager / Sales Associate – Mutual Funds & Insurance Sales
Company: Arth Vipra Finvest Pvt Ltd
Location: Lucknow, Uttar Pradesh
Job Type: Full-time | Field + Office Role
Job Summary:
Arth Vipra Finvest Pvt. Ltd., an AMFI-registered Mutual Fund Distributor, is hiring NISM V certified and IRDA-qualified professionals for roles in mutual fund sales, insurance sales, wealth management, and financial advisory. This role involves client acquisition, relationship management, and distribution of financial products.
Key Responsibilities:
- Generate leads and acquire new clients for mutual funds and insurance products
- Leverage personal and professional networks to build and expand client base
- Distribute mutual fund schemes in compliance with Association of Mutual Funds in India guidelines
- Cross-sell life and general insurance products to existing and new clients
- Conduct financial profiling and recommend investment solutions
- Achieve sales targets for SIPs, lump sum investments, and insurance policies
- Maintain long-term client relationships and ensure repeat business
- Participate in investor awareness and financial literacy programs
Eligibility Criteria:
- NISM Series V- Certification
- IRDA certification from Insurance Regulatory and Development Authority of India
- Graduate/Postgraduate in Commerce, Finance, or Business Administration
- 1–5 years of experience in mutual fund sales, insurance sales, or BFSI sector
- Strong communication and client management skills
- Target-oriented and self-motivated
Compensation:
Fixed salary plus performance-based incentives (as per industry standards)
How to Apply:
Send your resume to [email protected] with subject “Application for Assistant Manager / Sales Associate Lucknow/Kanpur”
Job Types: Full-time, Permanent
Pay: ₹14,675.62 - ₹50,000.00 per month
Benefits:
- Cell phone reimbursement
- Internet reimbursement
- Leave encashment
- Paid sick time
- Paid time off
Work Location: In person
