The opportunity
Welkin Wealth P. Ltd. is a growing Mutual Fund & Insurance Distribution Company looking for a dynamic, self-motivated professional to drive our Assets Under Management (AUM) growth and expand our retail and high-net-worth individual (HNI) client base.
You will spearhead client acquisition for SIPs, mutual funds, life insurance, health insurance, motor insurance, and other financial products.
What you’ll do
- Actively prospect, pitch, and onboard new clients for SIPs and lump-sum mutual fund investments.
- Cross-sell and advise clients on life, health, and motor insurance products based on their financial goals.
- Maintain strong relationships with existing clients to ensure high retention and portfolio top-ups.
- Organize local investor awareness programs (IAPs) or corporate desks to generate leads.
What you’ll bring
- 2 to 5 years of experience in financial product sales across mutual funds, insurance, or banking.
- Mandatory: Active NISM Series V-A certification. IRDAI certification is a strong plus.
- Strong communication, negotiation, and relationship-building skills.
- In-depth knowledge of the Navi Mumbai market.