The Role
Generate leads and develop clients for mutual funds, insurance, and financial services through calls, referrals, networking, meetings, and field visits. Explain approved offerings, follow up on prospects, support applications and account opening, maintain records, meet monthly sales targets, coordinate client servicing, and uphold ethical sales practices. The role requires relationship-building, Hindi and Gujarati communication, basic English, and familiarity with Excel, email, and WhatsApp Business.
Summary Generated by Built In
**Location:** Surat
**Employment:** Full-time
**Salary:** ₹15,000–₹20,000 per month, depending on experience and skills
**Proposed incentives:** Performance-based incentives in addition to fixed salary
**About the Role**
We are looking for an energetic, client-focused professional to grow our mutual fund, insurance, and other financial services business. The role involves finding prospective clients, arranging meetings, following up on enquiries, and building long-term client relationships.
**Key Responsibilities**
- Generate leads through calling, referrals, networking, and field visits.
- Understand clients’ financial needs and arrange discussions with the appropriate advisor.
- Explain mutual fund, insurance, and other service offerings using company-approved information.
- Follow up with prospective clients and support them through account opening, applications, and documentation.
- Develop business opportunities across SIPs, mutual funds, life insurance, health insurance, and other services offered by the firm.
- Maintain accurate records of calls, meetings, leads, and conversions.
- Achieve agreed monthly targets for client meetings, new business, and follow-ups.
- Coordinate with the operations team for timely client servicing.
- Maintain client confidentiality and follow ethical sales practices, without making misleading promises or return guarantees.
**Candidate Profile**
- Graduate in any discipline; commerce, finance, or marketing preferred.
- Preferably 6 months–2 years of experience in sales, banking, insurance, mutual funds, or financial services. Confident freshers may also apply.
- Good communication skills in Hindi and Gujarati; basic English preferred.
- Comfortable with calling, client meetings, field sales, and regular follow-ups.
- Basic knowledge of Excel, email, and WhatsApp Business.
- Self-motivated, presentable, and focused on building client trust.
- Relevant financial product certifications will be an advantage.
**What We Offer**
- Fixed monthly salary of ₹15,000–₹20,000.
- Opportunity to earn performance-based incentives.
- Product training and guidance from experienced professionals.
- Career growth in financial services sales and client relationship management.
Skills Required
- Graduate in any discipline
- 6 months to 2 years of experience in sales, banking, insurance, mutual funds, or financial services
- Good communication skills in Hindi and Gujarati
- Basic English communication skills
- Comfort with calling, client meetings, field sales, and regular follow-ups
- Basic knowledge of Excel, email, and WhatsApp Business
- Self-motivated, presentable, and focused on building client trust
- Relevant financial product certifications
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The Company
What We Do
EducoHire provides comprehensive recruitment and staffing solutions, primarily focused on the education sector, connecting institutions with talent and offering training resources.
