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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