Ratni Distributors (ARN-292768) specialises in retirement planning for government officers and CPSE employees. We have 4,000+ warm CRM leads — pre-qualified contacts from our Investor Awareness Programmes and referrals. This is a pure sales role: call leads, meet prospects, convert to investing clients, grow AUM. No cold prospecting.

Key Responsibilities

Lead conversion: Call and meet warm CRM leads daily; qualify, pitch, and close. Manage pipeline from first contact to first investment.
AUM growth: Drive SIP registrations, lump-sum investments, and top-ups. Target is AUM acquired each quarter.
Client management: Coordinate portfolio reviews with the advisory team; seek referrals and Google reviews from clients.
CRM & compliance: Log every interaction in Zoho CRM with rationale. Adhere to SEBI/AMFI/KYC norms at all times.
Events: Represent the firm at Investor Awareness Programmes; identify and capture leads.

Requirements

Certifications: NISM VA mandatory on joining. NISM XA, XB, and XVII (Retirement Planning) within 6 months.
Knowledge: Mutual funds (equity/debt/hybrid), financial planning, personal income tax rules, retirement planning, SIP mechanics.
Languages: Fluent spoken and written English and Hindi. Communication quality directly affects conversion.
Sales mindset: Comfortable with targets, persistent follow-up, objection handling, and closing. 0–2 years' experience preferred; strong freshers considered.
Education: Any graduate. Finance/Commerce/Economics background preferred.
Tools: Zoho CRM, Investwell, MS Office, AI drafting tools.

Benefits

Fixed salary + performance incentive directly linked to AUM acquired.
4,000+ warm CRM leads from Day 1 — no cold prospecting.
Clear career path: Sales Executive → Relationship Manager as your book grows.
Exposure to HNI/UHNI government officer clients and national industry events.
Monday–Friday | 10:30 AM – 6:30 PM | Janakpuri, Delhi.

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