Financial Services Sales Executive(Mutual Funds,Marine FireInsurance)

Category :
Finance Job Type :
Full-Time Location :
Dadar Company : BTW Financial Services & IMF Pvt Ltd Interview
Job Location : BTW Visa Services India Pvt Ltd
Probation Period: 6 months
Office No.B.14,Ground Floor, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, 400014 Link: https://share.google/0kCds4yCMFuLYPwZ
Gross Salary: ₹ 21,000 to ₹25,000
Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday
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.