Senior Executive

3 days ago

Alton Downs, Australia Jainam Share Consultants Pvt. Ltd. Full time
Overview

Senior Executive - Wealth Gardian- Sales role at Jainam Share Consultants Pvt. Ltd.

Key Responsibilities
  • Identify, onboard, and activate new B2B partners for mutual fund and insurance product distribution.
  • Achieve sales targets for mutual funds and insurance across life, general, and health categories.
  • Promote cross-selling of financial products through partner networks.
  • Continuously upskill yourself and actively share knowledge with others in the team or network.
  • Relationship Management: Maintain strong and long-term relationships with sub-brokers, mutual fund distributors (MFDs), and insurance advisors.
  • Provide regular product updates, training, and support to partners to increase business volumes.
  • Conduct partner engagement initiatives (e.g., seminars, webinars, product launches).
  • Product & Market Knowledge: Stay updated on industry trends, new products, regulatory changes, and competitor strategies.
  • Provide insights and feedback from the field to the product and marketing teams.
  • Engage with channel partners to promote mutual fund and insurance products — not end clients.
  • Guide partners on the right products to offer and effective sales techniques.
  • Regularly share the latest investment schemes, product updates, and actionable ideas.
  • Compliance & Documentation: Ensure partners comply with SEBI/IRDAI regulations and internal compliance standards.
  • Maintain accurate records of sales, partner interactions, and deal closures.
  • Serve as the primary support contact for all mutual fund and insurance-related queries.
Qualifications
  • Graduate/Post-Graduate in Finance, Commerce, or related field.
  • AMFI & IRDAI certifications preferred (or willingness to obtain within 3 months of joining).
  • Basic knowledge of Mutual Funds/Insurance is nice (but not a must).
Skills & Competencies
  • Strong knowledge of mutual fund and insurance products.
  • Excellent B2B sales and negotiation skills.
  • Effective communication and presentation abilities.
  • Self-driven, target-oriented with a customer-first mindset.
  • Proficiency in MS Office, CRM tools, and digital platforms.
  • Comfortable talking to partners and small businesses.
  • Good with people; this is a relationship-building role.
Job Details
  • Location: Head Office
  • Department: Wealth Gardian- Sales - JBL
  • Employment Type: Full-time
  • Seniority Level: Mid-Senior level
  • Job Function: Sales and Business Development
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