Sales Associate – Investment Distribution & Client Acquisition
- Job Description
- Sales Associate – Investment Distribution & Client Acquisition
- Company
- GCIC FINSERVE Ltd.
- Department
- Sales & Business Development
- Experience
- Minimum 3 Years
- Employment Type
- Full-time
- Industry
- Financial Services | Wealth Management
- Location
- [Insert Location]
- Reporting To
- Sales Manager / Business Head
About GCIC FINSERVE Ltd.
GCIC FINSERVE Ltd. is a financial services and investment distribution firm offering solutions across Mutual Funds, SIPs, Specialised Investment Funds (SIFs), Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs).
Role Overview
We are seeking a target-driven Sales Associate with at least 3 years of experience in financial services sales, wealth management, or investment distribution. The candidate will focus on client acquisition, investment product distribution, relationship management, and business growth.
Key Responsibilities
Acquire new clients through networking, referrals, and direct outreach.
Build and maintain relationships with prospective and existing investors.
Understand client needs and present suitable investment products.
Achieve monthly and quarterly sales and business targets.
Maintain sales pipelines, CRM records, and performance reports.
Coordinate client onboarding, KYC, documentation, and investment processing.
Stay updated on investment products, market developments, and regulatory requirements.
Ensure ethical selling practices and compliance with applicable SEBI, AMFI, and company guidelines.
Qualifications & Experience
Bachelor’s degree in Finance, Commerce, Business, or a related field.
Minimum 3 years of relevant sales or business-development experience.
Good understanding of Mutual Funds and SIPs; knowledge of SIFs, PMS, and AIFs is an advantage.
Strong communication, negotiation, networking, and client-management skills.
Proficiency in MS Excel, email, and CRM tools.
Relevant NISM/AMFI certifications, where applicable.
Key Performance Indicators (KPIs)
Achievement of sales and revenue targets.
New client acquisition and investment business generated.
Lead conversion and pipeline management.
Client retention and relationship growth.
Timely reporting, onboarding coordination, and regulatory compliance.
Compensation & Career Growth
Compensation will be based on experience and capabilities. Performance-linked incentives may be offered as per company policy, with opportunities for career growth in investment distribution and wealth management.
Application Process
Interested candidates may submit their updated résumé highlighting relevant experience, client acquisition achievements, sales performance, and investment product knowledge.
- Pay
- Up to ₹30,000.00 per month
- Work Location
- In person
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