Financial Services Sales Executive

Core Responsibilities

1. Sales and Client Acquisition: Find and acquire new clients (people and companies) using

cold calls, networking, and referrals. Achieve daily and monthly sales targets for mutual

funds and insurance.

2. Product Expertise: Clearly explain the features, benefits, risks, and coverage of Mutual

Funds, Fire Insurance, and Marine Insurance.

3. Client Relationship Management: Build and maintain strong, long-term relationships with

all clients. Act as their main point of contact for service and support.

4. Transaction Support (Mutual Funds): Advise clients and process requests like purchases,

redemptions, switches (SIP, STP, SWP), and other account changes accurately and quickly.

5. Insurance Sales & Coordination: Explain specific policy details (coverage, limits) for Fire

and Marine Insurance. Work with underwriters and claims teams to provide quotes and help

process claims.

6. Query and Issue Resolution: Handle all client queries, including mailbox/email requests, for

both financial and non-financial transactions promptly and accurately.

7. Compliance and Documentation: Ensure all sales, advice, and transactions follow

SEBI/IRDAI rules and internal compliance guidelines. Maintain accurate records and client

profiles (CRM).

Essential Skills

1. Communication & Sales: Strong ability to start conversations, present ideas clearly,

negotiate, and close deals.

2. Customer Service: Provide proactive, high-quality support to keep clients satisfied.

3. Networking: Skill in building a strong contact base for new leads and referrals.

4. Organization: Ability to manage sales pipelines, prioritize tasks, and meet deadlines.

5. Knowledge: Stay current on product details, market trends, and industry rules for both

financial services and insurance.

Job Types: Full-time, Permanent, Fresher

Pay: ₹21,000.00 - ₹25,000.00 per month

Benefits:

• Health insurance
• Provident Fund

Work Location: In person