Job Description

Job Summary:

We are looking for a dynamic and motivated

Sales Executive

to promote and sell

Mutual Fund

and

Insurance

products to clients. The ideal candidate should have a passion for financial products, excellent interpersonal skills, and the ability to understand client needs and suggest suitable investment solutions.

Key Responsibilities:

Identify and generate leads through cold calling, referrals, and field visits Explain the features and benefits of various

mutual fund schemes

and

insurance plans

to potential clients Build and maintain strong client relationships for repeat business and referrals Understand customer requirements and recommend appropriate investment/insurance products Achieve monthly sales targets and contribute to overall revenue growth Ensure compliance with regulatory guidelines (e.g., KYC norms, IRDA/SEBI regulations) Assist clients in completing application forms and documentation Attend training programs to stay updated on market trends and product changes

Required Skills:

Strong sales and negotiation skills Good understanding of mutual fund and insurance products (training can be provided) Excellent communication and presentation abilities Basic knowledge of financial planning and investment concepts Self-motivated and result-oriented attitude Comfortable with fieldwork and client meetings

Qualifications:

Bachelor's degree in any discipline (Commerce, Finance, or related field preferred) NISM Series V-A (Mutual Fund Distributors) certification preferred or willingness to obtain IRDA License (for insurance sales) is an advantage Freshers with good communication skills and interest in financial products are welcome
Job Type: Full-time

Pay: ?15,000.00 - ?20,000.00 per month

Schedule:

Day shift
Language:

English (Preferred)
Work Location: In person

Speak with the employer

+91 9639007494
Expected Start Date: 14/07/2025