Marketing Executive

Industry: Financial Advisory (Share Market Trading, Mutual Funds, Health & Life Insurance, Specialized Financial Products)

Location: Kolshet, Thane West, Mumbai

Job Type: Full-time

We are looking for a highly motivated and results-driven Marketing Executive to join our financial advisory firm. The ideal candidate will be responsible for acquiring new clients, selling financial products, and building long-term relationships. The role requires strong sales acumen, financial product knowledge, and excellent communication skills to help clients make informed investment decisions.

Key Responsibilities:

Client Acquisition & Sales Growth:

• Identify and approach potential clients through networking, referrals, cold calling, and digital outreach.

• Explain and market financial products including mutual funds, health insurance, life insurance, and specialized investment solutions.

• Develop customized financial solutions based on client needs, goals, and risk appetite.

Relationship Management & Client Retention:

• Build and maintain strong relationships with clients to ensure long-term engagement.

• Conduct regular follow-ups and investment reviews with existing clients.

• Provide excellent customer service and assist clients with their financial queries.

• Work on upselling and cross-selling financial products to maximize value for clients.

Market Research & Financial Advisory:

• Stay updated on market trends, investment opportunities, and competitor offerings.

• Educate clients on financial products, market risks, and potential returns.

Sales Reporting & Compliance:

• Maintain accurate records of client interactions, sales reports, and revenue generation.

• Ensure compliance with financial regulations and company policies.

• Participate in training programs and continuous learning initiatives.

Qualifications & Skills Required:

Education: Bachelor’s degree in Business, Finance, Marketing Experience: 1-3 years of experience in financial product marketing, Banking or insurance business

Skills:

• Strong marketing and negotiation skills.

• Good understanding of investment products, insurance and financial planning.

• Excellent communication and interpersonal skills.

• Ability to handle client objections and close deals effectively.

• Proficiency in CRM tools, MS Office, and digital sales techniques.

Why Join Us?

• Attractive incentives and performance-based bonuses.

• Career growth opportunities in the financial services industry.

• Training and development in sales & marketing techniques & financial products.

Job Type: Full-time

Pay: From ₹20,000.00 per month

Schedule:

• Day shift
• Fixed shift

Work Location: In person