Sales Manager

• *Job Summary**

We're hiring 10 Sales Executives across our four focus territories — Kozhikode, Malappuram, Thrissur (3\-4 nos. executives per location) — to drive client acquisition and deepen our presence in each market. Each executive will be based in and dedicated to a single territory. We're looking for sharp, driven, and emotionally intelligent individuals who can engage business owners and families on sensitive succession matters and close high\-value, high\-consideration sales. This is a field\-intensive role requiring regular local travel and client visits.

• *Qualifications/Requirements:**

• 3–5 years of proven sales experience, ideally in financial services, insurance, wealth advisory, legal, or premium consultative sales
• Looking Experience of 1\-3 years in Wealth, insurance, banking sector sales will be better.
• Strong track record of working toward and achieving sales targets
• Highly competitive, self\-driven, and resilient — comfortable in a target\-based, high\-activity role
• High emotional intelligence and client sensitivity — ability to navigate conversations involving death, inheritance, business succession, and family dynamics with empathy and tact
• Excellent communication, relationship\-building, and negotiation skills
• Ability to build credibility and trust quickly with clients — including business owners and family decision\-makers — often during vulnerable or high\-stakes discussions
• Comfortable with regular field travel within the assigned city
• Fluency in Malayalam and English (working proficiency)
• Bachelor's degree required; background in finance, law, or business preferred
• Prior exposure to estate planning, business succession, insurance, or wealth products is a strong plus
• Local market knowledge of the assigned territory (Kozhikode/Malappuram/Kottayam/Kochi) preferred

• *Key Responsibilities:**

• Identify and pursue prospective clients — business owners, family businesses, and individuals — for succession planning solutions (Will and Private Family Trust) within the assigned territory
• Conduct in\-person client meetings to understand business ownership structures, family dynamics, assets, and succession concerns with sensitivity and discretion
• Present and explain the value of succession planning instruments — including legal heir identification for business continuity and structured asset distribution — in a clear, trust\-building manner
• Consistently work toward assigned sales targets within defined timelines
• Travel regularly within the assigned city/territory for client meetings, referral visits, and events
• Build a strong referral network through CAs, lawyers, wealth managers, business consultants, and existing clients
• Manage the full sales cycle — prospecting, needs discovery, proposal, objection handling, and closing
• Maintain accurate records of client interactions and pipeline status in CRM
• Report regularly to the Director of Business Development on territory performance, pipeline health, and market feedback
• Ensure a high standard of client experience given the sensitive, personal, and sometimes complex (business ownership) nature of the product

Pay: ₹25,000\.00 \- ₹30,000\.00 per month

Work Location: In person