Sales Executive

Job Summary:

We are looking for a dynamic and motivated Sales Executive to promote and sell Mutual Fund and Insurance products to clients. The ideal candidate should have a passion for financial products, excellent interpersonal skills, and the ability to understand client needs and suggest suitable investment solutions.

Key Responsibilities:

• Identify and generate leads through cold calling, referrals, and field visits
• Explain the features and benefits of various mutual fund schemes and insurance plans to potential clients
• Build and maintain strong client relationships for repeat business and referrals
• Understand customer requirements and recommend appropriate investment/insurance products
• Achieve monthly sales targets and contribute to overall revenue growth
• Ensure compliance with regulatory guidelines (e.g., KYC norms, IRDA/SEBI regulations)
• Assist clients in completing application forms and documentation
• Attend training programs to stay updated on market trends and product changes

Required Skills:

• Strong sales and negotiation skills
• Good understanding of mutual fund and insurance products (training can be provided)
• Excellent communication and presentation abilities
• Basic knowledge of financial planning and investment concepts
• Self-motivated and result-oriented attitude
• Comfortable with fieldwork and client meetings

Qualifications:

• Bachelor’s degree in any discipline (Commerce, Finance, or related field preferred)
• NISM Series V-A (Mutual Fund Distributors) certification preferred or willingness to obtain
• IRDA License (for insurance sales) is an advantage
• Freshers with good communication skills and interest in financial products are welcome

Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Schedule:

• Day shift

Language:

• English (Preferred)

Work Location: In person

Speak with the employer
+91 9639007494Expected Start Date: 14/07/2025