We are seeking an accomplished and dynamic AVP Sales specializing in Insurance and Mutual Funds within the wealth management space. This role is responsible for driving revenue growth, expanding market presence, and building strong relationships with financial partners and clients. As an integral part of our senior leadership team, you will strategize and execute sales initiatives, spearhead product distribution, and oversee a high-performing sales team to achieve business objectives.
Sales Strategy & Execution
Develop and implement a comprehensive sales strategy for Insurance and Mutual Funds that aligns with overall wealth business objectives.
Analyze market trends, competitor activities, and client feedback to adjust strategies and identify new opportunities.
Monitor individual and team performance, providing coaching and guidance to optimize productivity and achieve targets.
Foster a culture of accountability, collaboration, and continuous improvement within the sales team.
Relationship Building & Business Development
Establish and nurture relationships with key stakeholders including financial advisors, broker networks, and institutional partners.
Engage in regular business development activities to expand the sales pipeline and increase market penetration for insurance and mutual fund products.
Work closely with internal teams such as product, marketing, and operations to ensure seamless integration of new initiatives and refinement of existing offerings.
Client Engagement & Sales Support
Oversee client engagement efforts, ensuring exceptional customer service and effective communication throughout the sales cycle.
Collaborate with relationship managers to tailor product offerings to meet the evolving needs of high-net-worth clients.
Represent the organization at industry events, seminars, and conferences to enhance brand visibility and network with potential partners.
Reporting & Compliance
Prepare regular sales reports, forecasts, and strategic updates for senior leadership.
Ensure all sales activities comply with relevant regulations, internal policies, and industry best practices.
Implement tools and technologies to efficiently track, manage, and analyze sales metrics.
Requirements
- Bachelor’s degree in Business, Finance, Marketing, or a related field; an MBA or relevant postgraduate qualification is preferred.
- Proven track record of success in a senior sales role within wealth management, specifically in insurance and mutual funds distribution.
- 10+ years of experience in sales, business development, or related roles, with a strong preference for experience in financial services and wealth management environments.
- Deep knowledge of insurance products and mutual funds, including market trends, regulatory aspects, and customer dynamics.
- Outstanding leadership, communication, and negotiation skills with the ability to influence decision-makers at all levels.
- Strategic thinker with excellent analytical skills and the ability to translate market insights into actionable strategies.
Skills Required
- Bachelor's degree in Business, Finance, Marketing, or a related field
- MBA or relevant postgraduate qualification
- Proven success in a senior sales role within wealth management, specifically insurance and mutual fund distribution
- 10+ years of experience in sales, business development, or related roles
- Experience in financial services and wealth management environments
- Deep knowledge of insurance products and mutual funds, including market trends, regulatory aspects, and customer dynamics
- Leadership, communication, and negotiation skills
- Strategic thinking and analytical skills
What We Do
Yubi is the world's first possibility platform powering the discovery, investment, fulfilment of credit. We are re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. Yubi stands for ubiquitous, being present wherever our customers need us. From being a disruptor in India’s debt market to marching towards global corporate markets, we will unlock greatness together. We are on a mission to deepen and power the $120 Trillion global enterprise debt market which would unlock a GDP multiplier and thus, create massive economic value. The Yubi product suite is leading the empowerment of small, medium, and large enterprises on one side, and growing a healthy loan book for the larger Banking ecosystem on the other. As a debt platform for enterprises, lenders and investors, we offer the most comprehensive bouquet of debt products. Our suite of product offerings ensures that as a participant in the debt market - you find just what you are looking for! We believe that access to prudent finance is the right of all global citizens and that is what drives all of us here at Yubi. The future of finance starts here, propelled by technology, transparency, and mutual trust.
