Job Title: Sales Manager – B2C Corporate

Location: Surat, Gujarat

Experience: 2–4 Years

Employment Type: Full-Time

Department: B2C Corporate

About the Role

We are looking for an energetic, target-driven Sales Manager to drive business growth within the B2C Corporate sales vertical. The ideal candidate will be responsible for achieving regional sales targets, managing and mentoring a team of Sales Executives, and building strong relationships to deliver insurance solutions to corporate employee bases.

This role is ideal for an ambitious sales professional with experience in Insurance Sales and some exposure to team management or mentoring.

Key Responsibilities

• Lead, manage, and motivate a team of Sales Executives, including freshers.
• Drive regional revenue growth and achieve assigned sales and business targets.
• Build and maintain strong relationships with corporate partners and key stakeholders.
• Monitor team performance, conduct regular reviews, and implement strategies to improve productivity.
• Provide training, mentoring, and sales support to team members.
• Coordinate with internal operations and other teams to ensure smooth customer servicing.
• Focus on customer retention, business growth, and relationship management.
• Track market trends and identify new business opportunities.

Required Skills & Qualifications

• Bachelor's degree in any discipline.
• 2–4 years of experience in Insurance Sales.
• Experience managing, mentoring, or leading sales team members will be preferred.
• Strong communication, presentation, negotiation, and relationship-building skills.
• Good analytical ability to understand sales data, performance trends, and team productivity.
• Ability to work effectively in a fast-paced, target-driven environment.
• Strong team-building skills with a proactive and customer-focused approach.

Preferred Candidate Profile

• Prior experience in B2C, Corporate Sales, or Insurance Sales.
• Experience handling or mentoring a team of Sales Executives, including freshers.
• Strong track record of achieving sales and revenue targets.
• Self-driven, confident, and capable of maintaining team motivation in a performance-oriented environment.

Job Title: B2B Relationship Manager

Location: Surat

Employment Type: Full-Time

Experience: 1–4 Years

Job Summary

We are looking for a goal-oriented and professional B2B Relationship Manager to build and manage relationships with sub-brokers, channel partners, franchisees, and financial institutions. The role involves onboarding new partners, supporting their business growth, and ensuring long-term partner satisfaction.

Key Responsibilities

• Identify, onboard, and manage sub-brokers, franchisees, and channel partners.
• Develop and maintain strong professional relationships with B2B clients and partners.
• Drive business growth by promoting company's trading platforms and financial services.
• Train and support partners on products, compliance, and operational processes.
• Monitor partner performance and identify opportunities for business growth.
• Provide solutions and ongoing support to improve partner performance.
• Coordinate with internal teams to ensure smooth partner operations.
• Achieve assigned business and revenue targets.

Requirements

• Graduate in any discipline; Finance/Commerce graduates preferred.
• 1–4 years of experience in B2B Sales, Channel Sales, Relationship Management, or Partner Management, preferably in the financial sector.
• Knowledge of the stock broking industry and trading platforms will be an advantage.
• Strong communication, negotiation, and relationship-building skills.
• Target-oriented, self-motivated, and professional attitude.
• Freshers with excellent communication and a strong interest in financial services may also apply.

Perks & Benefits

• Performance-based incentives.
• Career growth and advancement opportunities.
• Training on financial products and channel development.
• Dynamic and supportive work environment.
• Opportunity to build a career in the growing financial services industry.

Job Title:Channel Development Manager (IFA Channel)

Experience: 1-3 Years

Location: Surat

Mode: Onsite (full time)

Job Summary

We are looking for a Channel Development Manager – IFA Channel to build, expand, and manage the Independent Financial Advisor (IFA) / Mutual Fund Distributor (MFD) network across the assigned geography.

The role will focus on partner acquisition, activation, relationship management, business development, AUM mobilisation, revenue generation, and product penetration through the IFA channel for PMS & AIF products.

Key Responsibilities

• Acquire and onboard new IFAs/MFDs to expand the distribution network.
• Build and maintain strong relationships with existing IFAs/MFDs.
• Drive AUM, sales, SIP, and revenue targets through the IFA channel.
• Activate inactive partners and improve distributor productivity.
• Conduct IFA meets, product presentations, training sessions, and investor awareness programs.
• Provide timely partner servicing and resolve distributor queries.
• Identify new business opportunities through market mapping and networking.
• Track market trends and competitor activities.
• Manage territory-wise targets, sales pipelines, and business reporting.
• Ensure timely reporting and adherence to applicable regulatory requirements.

Candidate Requirements

• 3–8 years of experience in Mutual Funds, Wealth Management, Broking, PMS/AIF, Insurance, or Financial Services.
• Proven experience in IFA/MFD onboarding and channel expansion.
• Strong track record of AUM mobilisation, sales, and revenue generation through distributors.
• Experience in partner activation, retention, and increasing distributor productivity.
• Good understanding of mutual funds, SIPs, investment products, PMS/AIF, and financial markets.
• Experience in conducting distributor meets, product training, and presentations.
• Strong relationship management and business development skills.
• Existing IFA/MFD network will be preferred.
• Good communication, negotiation, and presentation skills.
• Ability to manage targets, sales pipelines, and business performance.

Educational Qualifications

• Graduate / MBA with relevant experience in Mutual Funds, AMC, Wealth Management, Broking, or Financial Services.
• NISM certification preferred/required, as applicable to the role.

Key Skills

• IFA/MFD Relationship Management
• Channel Development & Partner Acquisition
• Sales & AUM Mobilisation
• Business Development
• Mutual Fund & Investment Product Knowledge
• Distributor Activation & Retention
• Market Mapping & Competitor Analysis
• Communication & Presentation Skills
• Sales & Negotiation
• Target & Performance Management

Job Title: B2C Relationship Manager

Experience: 1–3 Years

Location: Surat

Job Type: Full-time

Job Summary

We are looking for enthusiastic and customer-focused B2C Relationship Managers to build and maintain strong relationships with retail clients. The role involves acquiring new clients, understanding their investment needs, promoting suitable financial products, and providing excellent post-sales support.

Key Responsibilities

• Acquire new retail clients for equity trading and investment products.
• Understand client requirements and recommend suitable financial solutions.
• Promote investment products such as Equity, F&O, Mutual Funds, SIPs, and other financial products.
• Assist clients with account opening, KYC documentation, and trading account activation.
• Conduct regular follow-ups and provide ongoing client support.
• Build and maintain long-term relationships with clients.
• Achieve monthly sales, acquisition, and activation targets.
• Maintain accurate client records and ensure high levels of customer satisfaction.
• Provide basic guidance and support regarding investment-related products and services.

Requirements

• Graduate in any stream; candidates from Finance or Commerce backgrounds will be preferred.
• 1–3 years of experience in B2C financial sales, relationship management, or client servicing is preferred.
• Freshers with excellent communication skills and a strong interest in financial markets may also apply.
• Passion for stock markets and financial services.
• Strong communication, persuasion, and relationship-building skills.
• Ability to achieve sales targets and work in a target-driven environment.
• Good understanding of investment products will be an added advantage.

Perks & Benefits

• Performance-based incentives and bonuses.
• Training and mentorship in financial markets.
• Career growth and leadership opportunities.
• Supportive and dynamic work environment.

Interested candidates can apply for the position and build a rewarding career in the financial services industry.

Job Title: Sales Manager – Life Insurance

Employment Type: Full-Time

Work Mode: Field Sales

Job Location: Surat, Gujarat

Job Summary

We are looking for dynamic and result-oriented Sales Managers with experience in Life Insurance sales to join our growing team. The ideal candidate should have strong communication and relationship-building skills with the ability to generate business, meet sales targets, and drive customer acquisition through field sales activities.

Candidates should be comfortable with direct customer interactions, field visits, and maintaining long-term client relationships.

Key Responsibilities

Sales & Business Development

Generate leads and identify potential customers for Life Insurance products

Acquire new customers through field sales and relationship-building activities

Promote and sell Life Insurance products as per customer requirements

Achieve assigned sales targets and business goals

Customer Relationship Management

Build and maintain strong customer relationships

Understand customer financial needs and recommend suitable insurance plans

Address customer concerns and provide timely support

Ensure a positive customer experience throughout the sales cycle

Market & Field Activities

Conduct field visits and sales meetings regularly

Explore local markets and identify new business opportunities

Participate in promotional and business development activities

Keep track of market trends and competitor activities

Reporting & Coordination

Maintain records of customer interactions and sales activities

Share daily updates with reporting managers

Coordinate with internal teams for policy processing and documentation

Eligibility Criteria

Minimum 1 year of experience in Life Insurance sales

Minimum qualification: HSC Pass

Good communication and convincing skills

Comfortable with field sales activities and customer meetings

Required Skills

Strong sales and negotiation skills

Excellent communication and interpersonal abilities

Customer relationship management

Target-oriented mindset

Ability to work independently in field sales

Lead generation and conversion skills

Preferred Candidate Profile

Prior experience in Life Insurance industry is mandatory

Self-motivated and energetic personality

Comfortable with field work and travel

Strong customer handling capabilities

Why Join Us?

Opportunity to build a career in the Life Insurance industry

Attractive growth opportunities

Dynamic and performance-driven work environment

Exposure to field sales and customer relationship management