Job Description

Key Responsibilities:

Identify and acquire new clients for mutual fund, insurance and other investment products Build and maintain strong client relationship through regular follow-ups and portfolio review understand client needsand suggest suitable mutual fund schemes/insurance policies Achieve quarterly and yearly sales targets as per buiness plan Maintain accurate records of leads, prospects and client interactions stay updated with market trends, product knowledge and regulatory guidelines participate in investor awareness programs, seminars and promotional activities.

Desired Candidate Profile:

Graduate in any discipline (Finance / commerce preferred) 1-3 years of experience in sales ( experience in BFSI / Financial Products preferred) Good communication skills and interpersonal skills Knowledge of Mutual Funds, Insurance and Financial Markets will be an added advantage Should be self motivated, target driven and ethical in approach

Skills required:

Sales and negotiation skills Financial product knoledge (basic to intermediate) Relationship management Time management and discipline Proficiency in MS office / CRM tools (preferred)
Job Types: Full-time, Permanent

Pay: ₹10,000.00 - ₹20,000.00 per month

Benefits:

Cell phone reimbursement Health insurance Internet reimbursement
Experience:

Insurance sales: 1 year (Required)
Work Location: In person