Sales Manager
Job Description:
Job Summary:
We are seeking a Sales Manager (Female) with 8 to 10 years of experience in sales preferably in fi nancial products. The ideal candidate will be responsible for acquiring new clients, building strong relationships, and achieving defi ned sales targets. This role demands excellent communication skills, a confi dent personality, and a proactive mindset towards new business development and customer engagement.
Job Title: Sales Manager-Fundraising/Investor Relations (Female Only)
Location: Chakala, Andheri East
Industry: Financial Products (NBFC, Mutual Funds, Real Estate)
Key Responsibilities
● Client Acquisition & Sales
o Identify and acquire new clients through cold calling, networking, and client referrals.
o Promote and sell a range of fi nancial products including NBFC loans (personal, business, etc.), mutual funds, and Real Estate Investments.
● Customer Relationship Management
o Maintain long-term relationships with existing clients to ensure repeat business, upselling and customer satisfaction.
o Provide timely assistance and support for client queries, documentation, and investment processes.
● Telephonic & Face-to-Face Interactions & Client Visits
o Conduct regular telephonic conversations with potential and existing clients to explain fi nancial products, answer queries, and generate interest.
o Schedule and attend face-to-face meetings with clients either at the office or at client premises to build trust, deliver presentations, and close sales.
o Carry out visits to Client Offi ce’s as per business requirements.
● Target Achievement
o Meet and exceed monthly sales targets and KPIs set by the management.
o Work collaboratively with the internal team to contribute to overall business growth.
● Upselling & Cross-Selling o Identify cross-selling and upselling opportunities by analyzing customer profi les and fi nancial needs.
● Reporting & Documentation o Maintain accurate records of client interactions, sales data, lead status, and follow-ups using CRM systems or internal tools. o Prepare daily/weekly reports on pipeline status, sales achievements, and prospects.
● Soft Skills / Behavioral Competencies
o Excellent interpersonal and relationship-building skills o High levels of initiative, persistence, and problem-solving ability
o Empathetic and customer-centric approach
o Strong work ethic, integrity, and ability to work under pressure
o Adaptable and open to learning in a fast-paced environment Required Skills & Competencies
● Experience:
8-10 years in selling financial products (NBFC loans, mutual funds, or real estate)
● Communication: Strong verbal and written communication skills in English
● Sales-Oriented:
Ability to handle objections, negotiate, and close deals eff ectively
● Presentation: Confidence in delivering in-person and telephonic product pitches
● Customer Focus: High attention to detail and a consultative approach to client servicing
● Tech Savvy: Basic understanding of CRM tools, MS Offi ce (Excel, Word), and email etiquette
Educational Qualifications
● Bachelor’s degree in fi nance/ marketing /business administration or Related field
● Additional certifi cations in mutual funds, NISM, or sales training will be advantageous
Preferred Industry Background
● NBFCs or Banks
● Mutual Fund Distributors or AMCs
● Real Estate Consulting or Investment Firms
● Financial Advisory or Wealth Management Firms Compensation & Benefits
● Competitive base salary + performance-based incentives
● Travel and mobile allowance (as per policy)
Company Profile
They specialize in designing and managing strategic investment solutions tailored to clients’ financial goals. With a focus on disciplined risk management and diversified portfolios, they strive to secure long-term wealth growth. Their team emphasizes transparency, expert insight, and client-centric investment stewardship.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.