Job Summary: We are looking for a motivated and experienced Sales Executive to promote our mutual fund and insurance products. The ideal candidate will have a strong background in financial services, excellent communication skills, and a passion for helping clients secure their financial futures. This role requires the ability to build relationships, educate clients, and achieve sales targets.
Key Responsibilities:
Client Acquisition: Identify and engage potential clients through networking, referrals, and outreach efforts.
Product Knowledge: Maintain comprehensive knowledge of our mutual fund and insurance offerings, staying updated on market trends and regulations.
Sales Presentations: Conduct informative presentations and meetings to educate clients about the benefits of our products.
Relationship Management: Develop and nurture strong relationships with clients, understanding their needs and providing tailored solutions.
Sales Targets: Meet and exceed sales goals for both mutual funds and insurance products.
Market Research: Analyze market trends and competitor offerings to identify new business opportunities.
Compliance: Ensure all sales activities comply with regulatory standards and internal policies.
Qualifications:
Bachelors degree in Finance, Business, or a related field.
Proven experience in sales, with a focus on financial services, mutual funds, or insurance preferred.
Strong understanding of mutual funds and insurance products.
Excellent communication, negotiation, and interpersonal skills.
Self-motivated with the ability to work independently and collaboratively.
Proficiency in MS Office and CRM software.
Relevant certifications (., AMFI, NISM, IRDA) are a plus.
How to Apply: You can drop your CV to or contact me on .
- Experience0 - 5 Years
- No. of Openings20
- EducationProfessional Degree
- RoleSale Executive
- Industry TypeBanking / Financial Services / Stock Broking
- Gender[ Male / Female ]
- Job CountryIndia
- Job TypeWork from Office
- Face interview location13, Phase I, Aundh Rd, off Sunshine Greens, Chikhalwadi, Bopodi, Pune, Maharashtra 411020