Sales & Business Development

GCIC Finserve Limited · Delhi

वेतन₹30,000महीना, जैसा लिखा है

कहाँDelhi

प्रकारFull time

Posted17 Oct7 दिन पहले, SimplyHired से

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जो skills माँगे हैं52 लिखे हैं

Customer records maintenanceLead generation from existing customersWealth managementKYC rulesSales experience within finance sectorMicrosoft ExcelSales reportingCustomer relationship buildingClient onboardingProduct recommendationReferral-based lead generationClient detail updatesBachelor's degree – FinanceSales referralsSales needs analysisB.ComBachelor's degree – EconomicsClient data maintenance in CRMCustomer due diligenceLead conversionFinanceSales presentationsBusiness developmentClient servicesCompliance documentationSales management systems proficiencyProspectingClient negotiationBusiness development in financeFinancial needs assessmentClient communication managementFinancial regulatory complianceCRM system proficiencyProductivity softwareClient referralsProviding product informationClient communication skillsNetworkingMonthly sales quota achievementAccount managementOpen market lead generationClient educationSEBI compliance guidelinesCommunication skillsBusiness lead generationSales follow-upClient liaisonProduct presentation deliveryStakeholder relationship buildingCustomer acquisitionReferral-based sellingCustomer data entry

इस job के बारे में

About Us

GCIC FINSERVE Ltd. is a financial services and investment distribution firm helping clients build long-term wealth through Mutual Funds, SIFs, PMS, and AIFs. We believe in lasting client relationships built on professionalism, product knowledge, and a client-first approach.

About the Role

We're looking for a results-driven Sales Associate with 3+ years of experience in financial services sales or wealth management. You'll acquire new clients, grow existing relationships, and generate business across our investment product range.

Key Responsibilities

Prospect and acquire clients (business owners, professionals, HNIs) through outreach, referrals, and networking

Conduct client meetings, understand goals and risk profiles, and present suitable investment solutions

Build long-term relationships and identify opportunities for additional investments and SIP growth

Achieve monthly, quarterly, and annual sales targets

Maintain accurate CRM records and prepare regular sales reports

Coordinate client onboarding, KYC, and documentation with operations and compliance teams

Follow SEBI/AMFI regulations; present products accurately with clear risk disclosure and no guaranteed-return claims

Requirements

Bachelor's degree in Business, Commerce, Finance, Economics, or related field

Minimum 3 years in financial services sales, mutual fund distribution, wealth management, or banking sales

Proven record in client acquisition, lead conversion, and target-based selling

Working knowledge of Mutual Funds and SIPs (SIF, PMS, AIF familiarity is a plus)

NISM/AMFI certification preferred

Proficient in Excel, email, and CRM tools

Strong communication, negotiation, and follow-up skills

Preferred location: candidates based in South Delhi or South East Delhi

What We Offer

Opportunity to build expertise in investment distribution and grow your investor network

Clear career growth in financial services

How to Apply

Send your résumé to Pradyun.g@gcicfinserve.com, highlighting your financial-services experience, sales achievements, product exposure, and current employment details.

Pay: Up to ₹30,000.00 per month
Work Location: In person

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