Sale Executive

Shubbaan Investments Pvt Ltd.

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 .

• Experience

  0 - 5 Years

• No. of Openings

  20

• Education

  Professional Degree

• Role

  Sale Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  13, Phase I, Aundh Rd, off Sunshine Greens, Chikhalwadi, Bopodi, Pune, Maharashtra 411020