Job Description

Key Responsibilities:

Identify and acquire new clients for

insurance, mutual funds, and wealth management

services. Conduct

field visits

and in-person client meetings across Chandigarh and Tri-City areas. Build long-term relationships with clients by providing high-quality financial guidance. Achieve monthly and quarterly

sales targets

for financial products. Maintain and update CRM systems with leads, follow-ups, and client communications. Attend regular training sessions on

financial products and sales techniques

. Collaborate with internal teams to deliver tailored investment solutions.
Job Types: Full-time, Permanent, Fresher

Pay: ₹17,000.00 - ₹21,500.00 per month

Benefits:

Commuter assistance Health insurance
Ability to commute/relocate:

Chandigarh, Chandigarh: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):

Are confident enough to approach new clients with zest and full dedication

Work Location: In person