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Financial Services Sales Executive(Mutual Funds,Marine FireInsurance)

Financial Services Sales Executive(Mutual Funds,Marine FireInsurance)

Wgbl India

1 - 4 years

3 - 6 Lacs

mumbai

Posted:1 week ago| Platform:

Apply

Skills Required

marine insurance claims networking mutual funds issue resolution customer service sip financial services stp crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Apply Now

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.

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Financial Services Sales Executive(Mutual Funds,Marine FireInsurance)

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

Company :

Job Location :

Probation Period:

Link:

Gross Salary:

Working Hours:

Core Responsibilities

1. Sales and Client Acquisition:

2. Product Expertise:

3. Client Relationship Management:

4. Transaction Support (Mutual Funds):

5. Insurance Sales & Coordination:

6. Query and Issue Resolution:

7. Compliance and Documentation:

Essential Skills

1. Communication & Sales:

2. Customer Service:

3. Networking:

4. Organization:

5. Knowledge:

More Jobs at Wgbl India