Associate Relationship Manager

Role & responsibilities

- Sell Mutual Funds, Life Insurance, and Health Insurance products to prospective and existing clients

- Generate leads through cold calling, referrals, walk-ins, and market prospecting

- Conduct client meetings to understand financial needs and recommend suitable products

- Achieve daily, weekly, and monthly sales targets across all assigned product lines

- Handle the complete sales cycle pitching, objection handling, documentation, and closure

- Build and maintain long-term client relationships to drive repeat business and referrals

- Cross-sell additional products to existing clients to increase wallet share

- Maintain accurate records of leads, follow-ups, and sales in the CRM

- Stay updated on product features, market trends, and scheme changes across MF, life, and health insurance

- Ensure all sales activity complies with SEBI, IRDAI, and AMFI guidelines

Preferred candidate profile

- 6 months to 1 year of hardcore, target-driven sales experience in Mutual Funds, Life Insurance, or Health Insurance

- Comfortable with outbound sales, cold calling, and field/client meetings

- Strong communication and interpersonal skills with a persuasive approach

- Self-motivated with the ability to work independently toward targets

- NISM/AMFI certification preferred (or willingness to obtain); IRDAI license** preferred

- Freshers with a short internship/sales stint in BFSI may also be considered for the right attitude

Perks and benefits

- Fixed salary + performance-linked incentives

- On-the-job training on products, compliance, and sales technique

- Clear growth path to Relationship Manager / Senior Relationship Manager based on performance

- Exposure to multiple product lines (MF, Life, Health) rather than a single vertical