Mutual Funds Sales Job Vacancies in Chandigarh

Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025

Sell various types of insurance policies to potential clients such as car, home, health, and lifeinsurance.Build and maintain relationships with clients by providing excellent customer service.Analyze clients' current insurance policies and suggest add-ons or new policies to suit theirneeds better.Generate new business leads through various sources such as cold calls, networking events, andreferrals.Meet or exceed set revenue and sales targets every month.Stay up-to-date with changes in the insurance industry and new products.Provide support and assistance to clients during the claims process.Nurture client relationships and address clients' questions regarding financial plans andstrategies.Analyze clients' requirements and recommend the most suitable combination of financialsolutions offered by UPONLY to meet their short-term and long-term financial needs holisticallyand securely.Establish and maintain strong client relationships, providing ongoing support, regularlyreviewing investments for potential reassessment, and keeping clients informed about updatesInterested? Apply now on rishi.verma@uponly.in or call at 8451945239

Job descriptionUrgent Opening in TATA AIA Life insurance company, we are looking Female candidates who have experience in life insurance/Banking sales.Only Female candidates Required for this job Role.Position Name: Key Account Manager(Banca Channel)Highest Qualification: Graduation/Post Graduate more preferable.Experience Required: 1 year in life insurance sales/Banking sales.JD for the KAM role in TATA AIA Life insurance company.Drive wallet Share in the allocated bank branches with focus product mix.Achieve pre-set business targets on ANP, case count, active branch, activesales staff and various KPIs for designated branchesWorking jointly with the Branch Manager on Business Implementation planDriving and motivating the branch staff along with Bank RM and providingsupport for logging in applications sourcedTapping the right database of the branch and ensure authentic documentationBuild relationship with the Bank Sales/ operations team and ensure thebusiness targets and Productivity targets of the allocated branches are meteffectivelyProspect and meet customers within and outside the Branch as when requiredTo develop, agree and implement short term and long term plans to achievesales targetsTo achieve branch RM activation targetsWork collectively with Bank Sales / operations team and conduct joint salescalls as a team to achieve business nos.Seek commitment from the partner towards achievement of businessobjectiveJob Types: Full-time, PermanentSalary: ?22,000.00 - ?33,000.00 per monthBenefits:Leave encashmentLife insuranceProvident FundDay range:Weekend onlyShift:Day shiftSupplemental pay types:Performance bonusEducation:Bachelor's (Preferred)Experience:Banking sales and Insurance sales: 1 year (Required)total work: 1 year (Required)Ability to Commute:Chandigarh, Chandigarh , Amritsar, Sirhind Punjab, Chandigarh, Chandigarh:

Job descriptionAbility to convince and negotiate with a confident and determined approachShould be highly self motivated and ambitious in achieving goalsShould be capable of thriving in the competitive marketTo promote all the product line of Mutual FundTo up sell Mutual Fund products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targetsSuggest and plan portfolio for investorsDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.Generating Incremental BusinessFollowing the internal sales process by updating all the activities in the online system.Comply with all rules and regulations of the company as well as following industry norms.Skills Required:Mutual Funds, Financial Product and Sales knowledge is preferableWilling to Work For SalesGood convincing Power & Good Communications skills both verbal and writtenA Positive and go getter attitude & strong team cultureQualification : MBA/PGDM with minimum 2 years of relevant ExperienceArea of Expertise : FINANCE, SALES & MARKETING

Job Type - Operations JobJob Requirements1). Update Records2). Handle Client queries3). Client Interaction4). Fill up Forms5). Update Portfolio to Clients6). Prepare a Return Chart of Mutual Funds for Clients7). Well-versed with MS Word, Excel, Powerpoint, Google Sheets, Google Calendar, GmailTimings1). Monday - Saturday: 09:00 AM to 06:00 PM2). Saturdays Off - Second and FourthAttire Weekdays: Formal Attire / Saturdays: Casual Attire

Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.