Back to jobs
Regional hiringpublishedExternal employer
SW
Sangmitra WealthWealth Management

Associate Sales Manager

Insurance & Mutual Funds

Location

Remote, India

Work type

Hybrid

Employment

Full Time

Experience

0-2 years

Compensation

₹10K - ₹25K per month

Posted

8h ago

Summary and responsibilities

Role overview

Summary

Sangmitra Wealth is seeking a dynamic Associate Sales Manager to acquire new customers, build relationships, and promote financial products including Mutual Funds and Insurance. This role involves lead generation, client meetings, achieving sales targets, and ensuring compliance, with a focus on customer satisfaction and long-term wealth creation.

Position Summary

Sangmitra Wealth is looking for a dynamic and target-driven Associate Sales Manager to acquire new customers, build long-term relationships, and promote Mutual Fund and Insurance products. The ideal candidate should possess strong communication skills, a customer-first mindset, and a passion for sales.

Key Responsibilities

Sales & Business Development

  • Generate leads through referrals, field visits, networking, and digital sources.

  • Acquire new customers for Mutual Funds and Insurance products.

  • Understand customer financial goals and recommend suitable investment and protection solutions.

  • Achieve monthly and quarterly sales targets.

  • Build lasting client relationships for repeat business and referrals.

  • Cross-sell and up-sell financial products.

Mutual Fund Sales

  • Promote SIPs, Lumpsum, ELSS, Equity, Hybrid, and Debt Mutual Funds.

  • Assist customers with KYC, account opening, SIP registration, and documentation.

  • Conduct periodic portfolio reviews and educate clients on long-term wealth creation.

Insurance Sales

  • Sell Life, Health, Motor, Personal Accident, and General Insurance products.

  • Analyze customer needs and recommend appropriate policies.

  • Support policy renewals, servicing, and claim assistance.

  • Ensure compliance with IRDAI guidelines and company policies.

Customer Relationship Management

  • Maintain regular client engagement and deliver excellent customer service.

  • Build trust to generate referrals and long-term relationships.

Documentation & Compliance

  • Complete customer documentation accurately.

  • Update CRM records and maintain confidentiality.

  • Adhere to SEBI, AMFI, IRDAI, and company compliance standards.

Reporting

  • Submit daily activity reports.

  • Update sales pipeline and lead status.

  • Participate in weekly sales review meetings.

Eligibility

Education

  • Bachelor's Degree in any discipline.

  • MBA (Marketing/Finance) is an added advantage.

Experience

  • 0–2 years in Sales, Banking, Insurance, NBFC, Mutual Funds, Financial Services, or Direct Sales.

  • Freshers with strong sales aptitude are encouraged to apply.

Required Skills

  • Excellent communication skills (Tamil mandatory; English preferred)

  • Strong interpersonal, negotiation, and presentation skills

  • Customer relationship management

  • Self-motivated and target-oriented

  • Basic knowledge of MS Office, Google Sheets, and CRM

  • Ability to work independently and in a team

Key Performance Indicators (KPIs)

  • Monthly sales target achievement

  • New customer acquisition

  • SIP registrations

  • Insurance policies issued

  • Customer retention and renewals

  • Referral business generated

  • Customer satisfaction

  • CRM data accuracy

Compensation & Benefits

  • Fixed salary

  • Attractive performance incentives

  • Sales bonus

  • Travel allowance (as per company policy)

Updated 8h ago

Candidate fit

Skills and qualifications

Additional skills

Communication skills • 1+ yrs
Sales management • 1+ yrs
Negotiation • 1+ yrs
Customer relationship management • 1+ yrs
Presentation skills • 1+ yrs
Microsoft Office • 1+ yrs
Google Sheets • 1+ yrs
CRM • 1+ yrs

Experience

0-2 years

How this role is positioned

Role classification

Job domains

Sales & Business Dev

Industries

Finance & Banking

Employment

Full Time

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

₹10K - ₹25K per month

VisibilityShared on listing
CurrencyINR
PeriodMonthly

Benefits and perks

Work From Home Setup Allowance

Location, schedule, and role shape

Work setup

Work conditions

Primary locationRemote, India
Work typeHybrid
Global hiringNo

Bandwidth profile

peopleHigh9/10
physicalMedium7/10
cognitiveMedium7/10
executionHigh8/10
creativityMedium6/10
uncertaintyMedium6/10
communicationHigh9/10

Context on the employer

Company snapshot

Company

Sangmitra Wealth

Team size

Growing team

Location

Remote, India

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.

Associate Sales Manager

Remote, IndiaFull Time