🎯 Track 2: Mid-Level BFSI Sales Professionals (2–7 years experience )
(For Relationship Managers, Advisors, Senior Telecallers & Sales Officers in BFSI )
The shortest and most proven system for BFSI professionals stuck in the same role for years
To break through stagnant income, earn recognition, and fast-track their way into leadership roles, promotions, and better opportunities — without switching industries or burning out.
You’ve Been in BFSI Sales for Years… But Your Career Still Feels Stuck?
You’ve hit targets. You’ve handled clients. You’ve put in the work.
But now…
- Your salary isn’t growing fast enough
- Your promotion is delayed again
- You’re doing the same work — but with more pressure and fewer rewards
If you’re a Relationship Manager, Senior Executive, Assistant Manager, or even a Field Sales Officer with 2–7 years of BFSI experience…
This is your turning point.
Which BFSI Roles
is This Ideal For?
Track 2: Mid-Level Coaching (2–7 Years Experience)
For BFSI professionals stuck in the same role — looking to grow into leadership or high-performance sales.
✅ Mutual Fund RMs
Selling SIPs/lumpsum, struggling with HNI handling or conversions
✅ Loan Sales Officers/Team Leads
Selling Personal,Handling DSAs, branch targets, lacking process or delegation skills
✅ Insurance Advisors & Sr. Executives
Good at pitching, but missing client relationship or referral-building skills
✅ Retail & Corporate Bank RMs
Cross-selling credit cards, loans, insurance — but not getting promoted
✅ Wealth Relationship Managers
Handling HNI portfolios, but unsure how to scale commissions or team
🚀 If you’ve been doing the work but not seeing hikes, respect, or growth — this coaching is for those ready to move from “just a rep” to “next in line for leadership.”
senior roles still feel out of reach.
You’ve grown past fresher-level problems.
But now, you’re facing mid-career frustration.
You’re no longer learning.
You’re repeating.
Why?
Because you were never taught:
- How to transition from “doing” to leading
- How to sell smarter in the post-COVID digital-first world
- How to position yourself for promotions or better-paying job switches
And most importantly… how to build a career — not just a job.
Introducing: 1-on-1 Coaching for
Mid-Level BFSI Sales Professionals
This is not a generic course or motivational webinar.
It’s a live, tailored, role-specific coaching experience designed to help you:
✓ Step into higher-paying, leadership-track roles
✓ Start managing people — not just chasing leads
✓ Sell using advanced, consultative strategies that drive client trust and conversion
✓ Build authority — and grow faster than your peers
This coaching track is built only for working professionals like you — not freshers, not team leads — but those stuck in the middle.
And it’s your way out.
fully personalized coaching plan
1-on-1 Coaching for Mid-Level BFSI Sales Professionals
Sales Strategy for Senior Roles
✅ Advanced consultative selling for Mutual Funds, Insurance, Loans, and Banking
✅How to upsell, cross-sell, and retain high-value clients.
✅ How to build credibility and trust in the first 60 seconds of a conversation
”
Leadership Preparation
✅How to go from being “a performer” to “a potential manager”
✅ Team communication, follow-up culture, and internal visibility
✅ How to get your boss to see you as a future leader
Career Planning & Promotions
✅ Identify what’s blocking your promotion
✅ Position yourself for a job switch with 30–50% hike
✅ Create a roadmap to move into Cluster Head, Area Manager, or Wealth Advisory tracks
Live, 1-on-1 Coaching
✅Weekly progress sessions
✅ Personalized plan based on your role, goals, and experience
✅ Flexible timing (weekends/evenings)
WhatsApp Support
✅Get help on live client calls, internal politics, interview prep, and more
✅ Not a group. Not bots. Real answers from your coach.
[BONUSES FOR MID-LEVEL GROWTH]
BONUS #1
Career Visibility Toolkit
LinkedIn + Resume revamp + personal pitch — to build authority and attract better roles.
BONUS #2
Leadership Pitch Mastery
Templates + guidance to help you ask for a raise, team role, or promotion — and win it.
BONUS #3
High-Ticket Client Playbook
Scripts + psychology for cracking large-ticket clients in MF, Insurance & Loans.
BONUS #4
60-Day Strategy Review
Check what’s working, where you’re stuck — and recalibrate fast.
BONUS #5
Promotion Accelerator Blueprint
How to prepare for TL, Senior RM & Branch roles (presentation, reviews, reporting skills)
BONUS #6
Negotiation Scripts for Salary Hikes & Incentives
Proven scripts & techniques for negotiating better pay
BONUS #7
BFSI Career Roadmap Template
A step-by-step path from mid-level to leadership across sectors
BONUS #8
Internal Visibility Pack
How to stand out in internal reviews, meetings, and target presentations
Imagine 3 months from now:
This coaching is designed to help you make the mid-career leap —
from “just another RM” to a future-ready BFSI leader.
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
Yes. We’ll coach you on exactly how to position yourself for promotion — and get management buy-in.
We’ll help you decide, plan both tracks, and support you whichever way you choose.
100% 1-on-1 live coaching. Only you and your coach.
Yes — this track is tailored for your product line, with sector-specific strategies.
Perfect. This is built for busy professionals — all action, no fluff.
Join the Program Now –
1 on 1 coaching
(Limited Seats. Don’t Miss Out!)
What you get:
✅ 1-on-1 coaching sessions
✅Real-time support
✅ All bonuses
Think of this as the best investment you’ll make in your mid-career journey.
And the career transformation you’ve been waiting for
Book your Free Clarity Call today
In this call, we’ll
✅ Understand your current role, pain points, and goals
✅Help you decide the fastest, smartest next step
✅Walk you through how this coaching works (and if it’s a fit for you)
Limited Slots Per Month. Don’t Wait.
You’ve spent enough time stuck.
Let’s unlock the next level of your BFSI career — together.