Sales Development Representative

As a Sales Development Representative you will play a critical role in client acquisition and engagement by delivering high-touch financial advice and onboarding support. The position involves direct interaction with clients to assess financial needs, present Family Investment Portfolios/ Family Insurance Portfolios (FIPs), and generate prospective leads
This is a high-impact role offering structured career growth, continuous learning, and strong earning potential through performance linked incentives.

· Meet a minimum of 5 clients daily at client's preferred premises in Lower Parel West, Mumbai.

· Conduct needs analysis using structured feedback or survey forms.

· Collect and verify legacy policy information via MWEC technique.

· Prepare and present personalized Family Investment/ Insurance Portfolios (FIPs).

· Offer onboarding support for new clients and servicing for existing clients.

· Schedule and conduct one-on-one meetings with clients for financial consultation.

· Maintain daily reporting on client meetings and feedback quality.

· Build trust and long-term bonds with each client, acting as their financial ally.

· Participate in monthly exams and team development activities.

· BMS / BBA / MBA in Sales and Marketing

· 1–3 years of experience in Sales / Marketing

· Excellent communication and interpersonal skills (multi-lingual preferred).

· Strong ethical orientation and consultative selling mindset.

· ₹4 LPA – ₹7 LPA

· Performance Bonus: Strong incentive structure. Opportunity to earn Incentives up to ₹15 LPA

· Continuous basic and advance trainings and handholding with strong support system.

· Sponsored national and international trainings, workshops, conferences.

· Annual awards and annual performance appraisals.

· Rapid promotions as per performance.

· Skill enhancement opportunities via SmartFP’s development programs.

· Incubation support for start-up ideas.

· Increasing weekly-offs every year.

· 6-day work week.

· Working hours: 9:00 AM – 6:00 PM (login before 9:10 AM mandatory).

· Holidays: As per bank holidays.

· Formal dress code; strong emphasis on punctuality and professionalism.

· Sponsored monthly themed celebrations.

Sales Development Representative → Senior SDR → Assistant Manager → Manager – Area Manager (Sales)