Job Description

JOB OPENINGS - AGERA CAPITAL (LUCKNOW)

POSITION 1: MUTUAL FUND & INVESTMENT SALES EXECUTIVE

Location:

Lucknow (Field-based)

Experience:

2-3 Years

Job Type:

Full-time / Consultant (Initial Phase)

JOB RESPONSIBILITIES

Acquire new SIP and investment clients Sell Mutual Funds, SIPs, FD, Bonds & Fixed Income products Achieve monthly SIP amount and SIP count targets Maintain client relationships and regular follow-ups Daily and weekly sales reporting Ensure compliance and ethical selling
MONTHLY TARGETS

SIP Amount: ₹2-4 lakh SIP Count: 25-40 SIPs New Clients: 8-12
REQUIREMENTS

2-3 years experience in Mutual Fund / wealth sales AMFI certification preferred Good communication and convincing skills Local market knowledge
COMPENSATION

Fixed salary / monthly retainer Performance-based incentives Over-target rewards Long-term career growth
POSITION 2: LIFE & HEALTH INSURANCE SALES EXECUTIVE

Location:

Lucknow (Field-based)

Experience:

2-3 Years

Job Type:

Full-time / Consultant

JOB RESPONSIBILITIES

Sell life and health insurance policies Conduct client need analysis and recommend suitable plans Achieve monthly premium targets Handle renewals and after-sales servicing Maintain proper documentation and compliance
MONTHLY TARGETS

Premium: ₹1-1.8 lakh Policies: 6-10
REQUIREMENTS

2-3 years experience in insurance sales IRDA certification preferred Strong customer handling skills Honest and ethical selling mindset
COMPENSATION

Fixed salary / retainer Slab-based incentives Over-target bonuses Growth opportunity in a growing advisory

APPLY / WHATSAPP RESUME:

8373917989

Work Mode:

Field-based

This is a consulting/field role in the initial phase.

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits:

Flexible schedule Paid sick time Work from home
Work Location: In person