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Sales Executive - Insurance and Mutual Funds

Sales Executive - Insurance and Mutual Funds

Job Search

1 - 4 years

2 Lacs

thane mumbai (all areas)

Posted:None| Platform:

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Skills Required

mutual fund categories secure financial future financial products sales insurance sales mutual funds sales portfolio allocation equity sales financial services sales financial advisory sip mutual fund distributor social media sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

About the Role:

This is not a typical sales job its about guiding people to secure their financial future.

Key Responsibilities:

Engage with inbound leads from social media, referrals, and internal sources.
Explain Mutual Fund and Insurance products in a simplified and goal-based manner.
Conduct portolio reviews, recommend suitable investment strategies.
Coordinate with the operations team for smooth execution of transaction.
Handle client objections and mely resolve queries with empathy and clarity.
Maintain follow-up discipline and ensure high client conversion and retention.
A end regular training sessions to stay updated on markets and regulations.

Preferred candidate profile

Who Should Apply?

• Minimum 1 year of Mutual Fund sales/Insurance sales/advisory experience (mandatory).

• Strong understanding of SIPs, portfolio allocation and MF categories.

• Excellent communication skills and confidence in speaking Hindi, Gujarati or Kutchi.

• Should be a team player with a client-first atitude.

• Able to build long-term trust with clients, not just close transactions.

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