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Sales Manager - Portfolio Check-up Camps

5 - 7 YearsPune

Posted: 24 days ago

Job Description

1. Empanelling and Driving the CFP (Certified Financial Planners) Partners - by conducting Portfolio Check-up Camps. Target to empanel 50 CFPs across Maharashtra and conduct 30 Portfolio Camps per year (In house events) and 30 Corporate Portfolio Check-up Camps.

2. SakalMoney Portfolio Check-up Camps have got immense feedback and success from Investors and the primary goal is to carry this legacy forward.

3. SakalMoney customer login and Partner Login demo to all CFPs and handholding their transactions and troubleshooting their transaction issues.

4. Identifying prospective business, establishing strategic partnership and alliances, generating business from the existing accounts and achieving profitability and increased sales growth.

5. Mapping clients requirements and providing them expert advisory services pertaining to selection of various financial products.

6. Building and strengthening relationships with key accounts; ensuring high customer satisfaction by providing them with complete product support


1. Thorough knowledge of Mutual Funds and Concepts of Asset Allocation in Portfolio planning.

2. Target oriented Sales Manager with a hunger for over achieving and bettering the Wealth Camp conversion into sales.

3. Ability to handle and convert high profile customers backed by knowledge of financial products, selling skills and query/objection handling attitude.

4. Minimum 6-7 years of hands down experience in selling / managing team for Mutual Funds Sales and managing the documentation, compliance, for Mutual Fund Operations.

5. Experience of wealth management and CFP Certification will be given preference.

6. NISM MF Distributor V-A exam cleared and IRDA qualified Insurance candidates will be preferred.

Salary: Not Disclosed by Recruiter
Industry: Accounting / Finance
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Sales Executive/Officer
Employment Type: Permanent Job, Full Time

Company Profile

Sakal Money Financial Services
Sakal Money Financial Services is a Fintech Company and is associated with Sakal Media Group. Sakal Media Group is the largest independently owned media House in Maharashtra.

Under the Brand Name, Sakal Money - our vision is to be one of the largest Fintech Players in India in the coming years. We already have an online MF Investment website and strong field force for distribution.
We will also be launching an online platform for Insurance Products like Term, Mediclaim and Motor Insurance.
View Contact Details+
Contact Details

Recruiter Name:Sainath Shetty

Contact Company:Sakal Money Financial Services