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ATTENTION: BFSI Sales Professionals
(Freshers, Working Executives &
Self-Employed Agents)
Hit Your Sales Targets, Earn More, and Build a Thriving Career in bfsi
India’s Only 1-on-1 Sales Coaching Program Tailored for Your Role, Experience & Sector
🔥 “Built for Every Ambitious BFSI Sales Professional”
Whether you’re building your career or growing your business
Padho Finance gives you the tools to win.
This Is NOT Just Another Generic Sales Training
At Padho Finance, we know your sales struggles aren’t generic—so your coaching shouldn’t be either.
Our coaching is:
- 👉 Customized to your BFSI Sector — whether you’re in Mutual Funds, Loans, Insurance, Retail/Corporate Banking, or Wealth Management.
- 👉 Tailored to your Role — be it Telecaller, RM, Executive, Team Leader, DSA, or Self-Employed Advisor.
- 👉 Mapped to your Experience Level — from freshers to 10+ years in the field.
Our 3 Coaching Tracks
1-on-1 Coaching Tailored for Mutual Funds, Loans, Insurance, Banking & Wealth Management Sales Professionals
Track 1: Entry-Level BFSI Sales Professionals (0–2 years experience)
For Telecallers, Relationship Executives, Sales Officers, Junior RMs in Mutual Funds, Loans, Insurance, or Banking
✅ Understand your product in simple language — so you stop feeling lost or blank on calls
✅ Learn pitch, objections & closing tricks — that actually work in SIPs, Loans & Insurance sales
✅ Handle rejections, targets & pressure — without fear of losing your job
✅ Get your first promotion or full-time role — even if you’re on contract or targets aren't stable
✅ Stand out early in your branch or team — and get noticed by managers for better roles
This is 1-on-1 coaching customized for your role, product line, and daily struggles — designed to match your goals, sector, and next big move.
Track 2: Mid-Level BFSI Sales Professionals (2–7 years experience )
For Relationship Managers, Senior Executives, Team Leads in Mutual Funds, Loans, Insurance, or Banking
✅ Learn how to sell smarter, not harder — advanced cross-sell + upsell tactics tailored for Mutual Funds, Loans, Insurance, and Banking
✅ Fix your client handling & follow-up game — so you convert faster and build long-term relationships
✅ Crack the promotion loop — even if your performance is strong but management isn’t noticing
✅ Boost your monthly incentives — with strategies that help you hit personal + team targets consistently
✅ Build the mindset & skills for leadership — so you’re seen as a future Branch Head, not just a Salesperson
Perfect if you’ve outgrown your current role but don’t know how to break into higher positions or higher income.
This is 1-on-1 coaching tailored to your experience, targets, and next level — with real-world strategies to help you step into bigger roles faster.
Track 3: Self-Employed BFSI Professionals
For MFDs, IRDA Agents, Loan DSAs, Independent Advisors, Part-Time BFSI Agents trying to build their own business
✅ Tired of chasing leads that don’t convert? Learn how to build a predictable system for getting high-quality Mutual Fund, Insurance, or Loan clients
✅ Still stuck at ₹1–2 Cr AUM or low monthly premiums? Fix your product pitch, trust-building, and client journey
✅ Clients buy once and disappear? We’ll teach you how to retain, upsell, and build long-term referrals
✅ No time to scale? Learn how to work smarter — not longer hours — with automation and structured follow-ups
✅ Selling multiple products (MF + Insurance + Loans) but no clear flow? Build one powerful sales system to handle all 3
Perfect if you’re self-driven but stuck — this 1-on-1 coaching gives you the roadmap, sales scripts, and systems to grow your business like a pro.
💥 The Harsh Truth: Why Most BFSI Sales Professionals & Agents Stay Stuck
Even hardworking, sincere professionals fail to grow—not because they lack hustle, but because they lack the right strategy, mentorship, and structure.
- 80% stay stuck in the same income level despite 3–5 years of experience
- 75% keep missing incentives under pressure from seniors
- Most can’t switch roles or products within BFSI due to lack of cross-sector skills
- 90% never learn real sales psychology, objection handling, or career planning
- Self-employed agents burn out trying to do everything alone without scalable systems
What Do We Help You Achieve at Padho Finance?
At Padho Finance, we don’t just teach you how to sell — we help you build a successful, future-proof career in the BFSI industry. Here’s exactly what you’ll achieve:
India’s Only 1-on-1 Coaching Program Tailored for Your Role, Experience & Sector
🚀 Hit Your Sales Targets — Without Stress or Guesswork
Learn proven, sector-specific sales systems that make it easier to hit monthly targets in Mutual Funds, Loans, Insurance, or Banking.
💰 Get Salary Hikes, Bigger Incentives & Promotions
Improve your performance, negotiate better, and build visibility — so your managers take notice and rewards follow.
📈 Fast-Track Promotions to TL, RM & Manager Levels
Master leadership, team management, and review systems so you’re ready for the next big role.
🔁 Switch BFSI Jobs with Confidence
Thinking of moving from Loans to Mutual Funds? Or Banking to Insurance? We make role-switching easy with multi-product mastery.
🧭 Clarity on Your Career Path
No more career confusion. Know exactly what to do at each stage — from executive to leadership roles.
🧠 Smart Sales Techniques, Not Pushy Tactics
Sell with confidence, not pressure. Use our consultative selling framework to build trust and close more.
🗣️ Talk to Clients Like a Pro
Get real-world scripts, objection-handling tools, and pitch templates to sound sharp and close high-ticket deals.
🛡️ Remove Job Insecurity Forever
With skills that apply across all BFSI sectors, you’ll never feel stuck or dispensable again.
🌟 Stand Out in Job Interviews
Impress interviewers with your confidence, product knowledge, and real-world approach — not just textbook theory.
🧩 Restart Career Growth if You’re Feeling Stuck
Break out of the plateau and accelerate your journey with targeted, actionable coaching.
💼 Become Leadership-Ready
Learn how to lead, coach, and grow a high-performing sales team — even if you’ve never managed people before.
our mission
To make BFSI sales success simple, structured, and scalable through real-world 1-on-1 coaching, practical tools, and expert guidance — tailored to your product, role, and career stage.
Our Vision
To empower every sales professional in the BFSI sector — whether employed or self-employed — with the skills, systems, and confidence to achieve financial freedom and career growth without stress, guesswork, or burnout.
🎯 Your Career Leap Starts with One Clarity Call
Before we begin your 1-on-1 coaching, we’ll hop on a Clarity Call to understand:
✅ Your current role & sales experience
✅ Your sector (Loans, Insurance, Mutual Funds, Banking)
✅ Your exact career goal — income, promotion, job switch, or leadership
Only then will we match you to the right coaching track and customize your 90-Day Growth Roadmap.
🛑 Don’t Settle for Average in BFSI
You have the talent. You’ve already put in the effort.
Now it’s time to get the right guidance to turn that hard work into a well-paid, respected, and future-proof career.
Because in BFSI sales…
No one is coming to rescue your career. But you can.
We’ll show you how.
✅ Ready to Take Control of Your Career?
This 1-on-1 program is for serious BFSI professionals who are ready to:
✔ Hit sales targets with less stress
✔ Get salary hikes & fast-track promotions
✔ Switch sectors confidently inside BFSI
✔ Build trust-based selling skills, not pressure tactics
✔ Become leadership-ready — even if you’ve never managed a team
1 on 1 Coaching Tracks
Track 1: Entry-Level BFSI Sales Professionals (0–2 years experience)
Track 2: Mid-Level BFSI Sales Professionals (2–7 years experience )
Track 3: Self-Employed BFSI Professionals
📢 Spoiler Alert:
No Manager or HR Will Build Your Career for You.
Only YOU can take control of your next big move. Whether it’s:
Your first hike, Your next promotion, or
Your own sales team or practice —
this program gives you the roadmap, coaching, and confidence to make it happen.
✅ What Our Learners Are Saying
Ready to Get Serious About Your Sales Career in BFSI?
Join the Program Now
1 on 1 coaching
(Limited Seats. Don’t Miss Out!)
India’s Only 1-on-1 Sales Coaching Program Tailored for Your Role, Experience & Sector
FAQ
👉 Step 1: Book Your Free Clarity Call
👉 Step 2: Get your custom coaching track + roadmap
👉 Step 3: Start 1-on-1 coaching with expert support
It’s 100% 1-on-1 live coaching. You get personalized attention, not just recorded videos. We’ll first do a Clarity Call to understand your needs, and then place you on the best coaching track with a custom roadmap.
This is for:
- Entry-level BFSI professionals (0–2 years)
- Mid-level salespeople (2–7 years)
- Self-employed MFDs, Insurance Agents, or Loan DSAs (3+ years)
If you work in sales at a bank, NBFC, AMC, Insurance company or work independently — this is built for you.
Each coaching session is designed around your BFSI sector (Mutual Funds, Loans, Insurance, etc.), your current role (e.g., RM, Telecaller, Agent), and your experience level, so you get relevant strategies and actionable steps.
Each personalized track runs for 4–6 weeks with weekly 1-on-1 live coaching calls and ongoing support.
Yes, you’ll get a completion certificate after finishing your customized coaching track. But more importantly, you’ll walk away with practical results — not just a certificate.
No worries. You’ll first have a Clarity Call where we understand your role, sector, goals, and pain points. Based on that, we’ll guide you to the correct track (Entry-Level, Mid-Level, or Self-Employed) with a tailored 90-Day Action Plan.
Yes — this is a one-time fee for your complete personalized 1-on-1 coaching journey.
No hidden charges. No upsells. No group sessions. Just focused, role-based growth.
✅ Coaching Fee (Per Track):
Entry-Level BFSI Sales Professionals – ₹14,999
Mid-Level BFSI Sales Professionals – ₹16,999
Self-Employed BFSI Professionals (ARN Holders, Insurance Agents, DSAs) – ₹19,999
Each track includes:
1-on-1 coaching tailored to your current role and career goals
Step-by-step growth roadmap
Ongoing support for up to 1 year
Since it’s 1-on-1 coaching, we’ll reschedule based on mutual availability. You’re never left behind.
Absolutely. Our multi-product coaching helps you switch from Loans to Mutual Funds, Insurance to Banking, or vice versa — without starting from scratch.
We’ve got you covered. You’ll get:
- Pitch scripts
- Interview practice
- Objection handling frameworks
- Personal branding help
So you walk in prepared, professional, and confident.