Job Description

Biitcode is currently hiring for

Sales Executive/Manager

for our Client which is into Financial Industry. Plz find position details below.

Position: Sales Executive/Manager

Location: Mulund, Mumbai

Requirements

Education: Graduate / Postgraduate in Finance, Commerce, Economics, or related field. Experience: 2-4 years in Insurance, Mutual Funds and other supplementary financial products. Certifications: NISM VA (Mutual Funds) required, IRDA (Insurance) is preferred. Skills & Competencies: Proven track record in new client acquisition and wallet share development. Strong sales and negotiation skills with ability to close high-ticket deals. Adequate knowledge of Mutual Funds, Insurance, and Capital Markets. Excellent communication, presentation, and networking skills. High ethical standards and client-first advisory mindset.
Technology Proficiency: CRM tools, MS Excel/PowerPoint and AI

Key Responsibilities

Revenue Generation

Revenue Generation: Achieve and exceed revenue targets. Product Mix Achievement: Successfully sell a diverse range of products, meeting specific product mix goals. Upsell Performance: Identify and capitalize on opportunities to upsell to existing clients. New Business Acquisition: Actively acquire new clients and business. New Knowledge Acquired: Stay current on industry trends, products, and regulations by continuously acquiring new knowledge.

Client Relationship Management

Client Engagement: Maintain a high level of engagement with clients. Relationship Depth: Build and deepen client relationships to foster loyalty and trust. Meeting Documentation: Accurately document all client interactions and meetings. Client Retention: Implement strategies to retain clients and minimize churn.

Lead Generation

Lead Generation: Proactively generate new leads through various channels. Reference Generation: Encourage and secure client referrals. Lead Conversion: Effectively convert leads into paying clients. Proposal Effectiveness (Lost Leads): Analyze and learn from lost proposals to improve future success rates.

Product Performance

Mutual Funds: Drive sales and performance of mutual fund products. Life Insurance: Promote and sell life insurance policies. General Insurance: Achieve targets for general insurance products. Other Products: Be proficient in selling and promoting other relevant products as required.

Activity Tracking

Prospecting Calls: Conduct a specified number of prospecting calls daily. Client Meetings: Hold regular meetings with clients to review portfolios and discuss needs. Proposals Sent: Track the number of proposals sent and their outcomes. New Client Addition: Monitor the rate of new client acquisition. Follow-ups Completed: Ensure all client and prospect follow-ups are completed in a timely manner. Client Profiling Done: Accurately profile clients to better understand their financial needs and goals. No. of Campaign Run: Participate in and track the effectiveness of marketing campaigns. Feedback Taken: Solicit and document feedback from clients to improve service. Workshops for Clients: Organize and conduct workshops for clients to enhance their financial knowledge. Mass Marketing Events: Participate in and represent the company at mass marketing events. Digital & Social Media Drives: Actively engage in digital and social media marketing initiatives. Location-Based Initiatives (Field Work): Conduct fieldwork and local initiatives to generate leads. Educational Series: Develop or participate in educational series for clients or prospects. File Making: Ensure all client files are accurate and up-to-date. Portfolio Review: Regularly review client portfolios and provide strategic recommendations. Self Review: Conduct periodic self-reviews to assess performance and identify areas for improvement.

Interested candidates can WhatsApp their resume on 9370982219.

Thanks & regards

V Divya Bhagat

Biitcode

Job Type: Full-time

Pay: ₹20,000.00 - ₹30,000.00 per month

Experience:

Insurance, Mutual Funds and other financial products sales: 1 year (Required)
Work Location: In person