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
Experience
0-2 years
How this role is positioned
Role classification
Job domains
Industries
Employment
Full Time
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
₹10K - ₹25K per month
Benefits and perks
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
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.
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Associate Sales Manager
Remote, India • Full Time