Financial Products Distributor
SAFEinvest is a wealth management firm specializing in mutual funds and financial product distribution. The role involves field sales, client acquisition, and relationship management for clients. Candidates are expected to have experience in financial products and the ability to drive growth. The position offers structured career progression and insurance benefits.
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Experience
1-3 years
Function
Sales
Work mode
Onsite, India
Company
Tier 2
What you will work on
SAFEinvest is a wealth management firm specializing in mutual funds and financial product distribution. The role involves field sales, client acquisition, and relationship management for clients. Candidates are expected to have experience in financial products and the ability to drive growth. The position offers structured career progression and insurance benefits.
TAL's take
Stable mid-tier firm with clear role definition and structured growth path, though scope is standard field sales.
JD provides clear expectations, specific target financial products, and well-defined requirements for the role.
Must haves
- Minimum Graduate degree
- 1–3 years experience in mutual funds or financial products sales
- Strong communication skills
- Strong relationship management skills
- Local candidate with personal vehicle
About the company
Established regional financial products distributor with significant AUM, operating since 2003.