📌 Job Title: Sales Executive – Insurance & Mutual Fund🏢 Company Location: Surat🧑🤝🧑 Open Positions: 2 🧍♂️🧍♀️ Gender: Male or Female (Female candidates preferred) 💼 Job Role & Responsibilities:☎️ Make outbound calls to new and existing clients 🤝 Arrange and attend client meetings 🧾 Explain and sell insurance (life/health) and mutual fund products 📊 Conduct market reviews and identify sales opportunities 🔄 Perform cross-selling and upselling based on customer profiles 📈 Build trust-based relationships and maintain regular follow-up 🎯 Achieve sales targets through effective communication and planning 📚 Training & Learning:On-job training provided Continuous learning in financial products, regulatory norms & client handling Excellent opportunity for career growth in the wealth management industry 💸 Salary & Incentive:₹15,000 to ₹20,000 per month (💬 Negotiable as per experience) Attractive incentive structure based on performance 📅 Job Timing:Monday to Saturday: 9:00 AM to 6:00 PM Timings may adjust as per client meeting requirements 🎓 Experience:Freshers and Experienced both welcome Candidates with prior experience in insurance, mutual funds, or financial sales will be given preference ✅ Key Skills Required:Good communication skills (Gujarati, Hindi, English) Basic financial knowledge (training will be provided) Confidence in calling and meeting clients Self-motivated and target-oriented Willingness to learn and grow in financial advisory 📩 Apply Now If you are passionate about helping people plan their financial future and want to build a career in the booming investment & insurance sector – we’d love to hear from you!
A mutual fund and insurance sales manager in Surat typically focuses on acquiring new clients, cross-selling and upselling mutual fund and insurance products, and maintaining relationships for ongoing sales. The expected salary for such roles is ₹25,000 to ₹30,000 per month, plus incentives for performance, and the job generally involves field work in the region. Job Description Find and acquire new clients through field work and networking. Maintain relationships with existing clients to promote cross-selling and upselling of mutual fund and insurance products. Analyze mutual fund performance and market trends to recommend adjustments to client portfolios. Drive sales initiatives and reach regional targets for both mutual fund and insurance products. Provide financial advisory services tailored to client needs. Ensure compliance with industry and regulatory standards during sales and advisory activities. Salary and IncentivesBasic salary: ₹25,000 to ₹30,000 per month. Performance-based incentives for achieving sales targets (both new client acquisition and cross-selling to existing clients). Many roles may also offer travel allowances and additional perks, depending on the company policy. Key Responsibilities Client acquisition and lead management. Portfolio diversification and sales of mutual funds and insurance. Relationship building and customer retention. Reporting daily sales activity and tracking market trends. Team collaboration and adherence to sales processes. This profile suits candidates comfortable with field work and engaged sales activities in the Surat region, focusing on financial product distribution and client-centric solutions.