Job Description

Designation: Financial Services Sales Executive(Mutual Funds,Marine & FireInsurance)Gross Salary: - 21,000 to - 25,000Working Hours: 10:00 AM to 7:00 PM, Monday to SaturdayProbation Period: 6 monthsInterview & Job Location :BTW Visa Services India Pvt LtdOffice No.B.14,Ground Floor, Civic Center,MMGS Marg, Dadar East, Dadar, Mumbai, Responsibilities1. Sales and Client Acquisition: Find and acquire new clients (people and companies) using cold calls, networking, and referrals. Achieve daily and monthly sales targets for mutual funds and insurance.2. Product Expertise: Clearly explain the features, benefits, risks, and coverage of Mutual Funds, Fire Insurance, and Marine Insurance.3. Client Relationship Management: Build and maintain strong, long-term relationships with all clients. Act as their main point of contact for service and support.4. Transaction Support (Mutual Funds): Advise clients and process requests like purchases, redemptions, switches (SIP, STP, SWP), and other account changes accurately and quickly.5. Insurance Sales & Coordination: Explain specific policy details (coverage, limits) for Fire and Marine Insurance. Work with underwriters and claims teams to provide quotes and help process claims.6. Query and Issue Resolution: Handle all client queries, including mailbox/email requests, for both financial and non-financial transactions promptly and accurately.7. Compliance and Documentation: Ensure all sales, advice, and transactions follow SEBI/IRDAI rules and internal compliance guidelines. Maintain accurate records and client profiles (CRM).Essential Skills :1. Communication & Sales: Strong ability to start conversations, present ideas clearly, negotiate, and close deals.2. Customer Service: Provide proactive, high-quality support to keep clients satisfied.3. Networking: Skill in building a strong contact base for new leads and referrals.4. Organization: Ability to manage sales pipelines, prioritize tasks, and meet deadlines.5. Knowledge: Stay current on product details, market trends, and industry rules for both financial services and insurance. (ref:updazz.com)

Skills Required