Wealth Manager
Veracity Investment Management Imf Llp · Pune · onsite · Posted 35d ago
About a minute. You'll make an account on the way through.
About this role
Role & responsibilities
- Drive end-to-end sales across Mutual Funds, Life Insurance, Health Insurance, and SME/Commercial Insurance products
- Acquire new HNI/mass-affluent clients and SME business owners through networking, referrals, cold calling, and market prospecting
- Conduct in-depth financial needs analysis and pitch the right mix of investment and insurance products
- Own the full sales cycle and lead generation, pitching, objection handling, closing, and documentation
- Consistently achieve and exceed monthly/quarterly sales and revenue targets across all product lines
- Build and manage a strong SME client portfolio for group health, employee benefits, and business insurance needs
- Cross-sell and upsell across the product bouquet to maximize wallet share per client
- Maintain a strong sales pipeline and accurate reporting through CRM
- Stay updated on market trends, new fund launches, and product/regulatory changes across MF, life, health, and SME insurance
- Ensure full compliance with SEBI, IRDAI, and AMFI norms in all sales activity
Preferred candidate profile
Minimum 2 years of hardcore, target-driven sales experience in Mutual Funds, Life Insurance, Health Insurance, or SME/Commercial Insurance (multi-product exposure strongly preferred)
- Proven ability to independently generate leads and close sales - not just service inbound/warm leads
- Strong track record of meeting or exceeding sales targets, with data/numbers to back it
- Excellent communication, negotiation, and relationship-building skills
- Self-driven, resilient, and comfortable with a high-activity, incentive-linked role
- Required NISM/AMFI certification & IRDAI license (or willingness to obtain immediately)
- Existing client base or market network is a strong plus
Perks and benefits
- Attractive fixed salary + uncapped, performance-linked incentives
- Fast-track growth path for high performers
- Strong lead support and product training provided
- Opportunity to sell across a full product bouquet (MF, Life, Health, SME) rather than a single vertical
Sourced from naukri