Sales Advisor

A mutual fund and insurance sales manager in Surat typically focuses on acquiring new clients, cross-selling and upselling mutual fund and insurance products, and maintaining relationships for ongoing sales. The expected salary for such roles is ₹25,000 to ₹30,000 per month, plus incentives for performance, and the job generally involves field work in the region.​

• Job Description Find and acquire new clients through field work and networking.​
• Maintain relationships with existing clients to promote cross-selling and upselling of mutual fund and insurance products.​
• Analyze mutual fund performance and market trends to recommend adjustments to client portfolios.​
• Drive sales initiatives and reach regional targets for both mutual fund and insurance products.​
• Provide financial advisory services tailored to client needs.
• Ensure compliance with industry and regulatory standards during sales and advisory activities.
• Salary and IncentivesBasic salary: ₹25,000 to ₹30,000 per month.​
• Performance-based incentives for achieving sales targets (both new client acquisition and cross-selling to existing clients).
• Many roles may also offer travel allowances and additional perks, depending on the company policy.​
• Key Responsibilities Client acquisition and lead management.
• Portfolio diversification and sales of mutual funds and insurance.
• Relationship building and customer retention.
• Reporting daily sales activity and tracking market trends.​
• Team collaboration and adherence to sales processes.

This profile suits candidates comfortable with field work and engaged sales activities in the Surat region, focusing on financial product distribution and client-centric solutions.