Sales & Telesales - Executive/Manager

Job Title: Sales Executive/Manager – Insurance & Mutual Funds Location: Mulund ,Mumbai Position Type: Full-Time Job Summary We are seeking a dynamic and motivated Sales Executive to drive sales of Mutual Funds, PMS, AIF, Life & General Insurance, and other wealth products. The ideal candidate will focus on client conversion, upselling, cross-selling, referral generation, and new client acquisition through proactive outreach. This role demands a consultative approach, product knowledge across insurance and mutual funds, and a passion for financial wellness. Key Responsibilities Revenue Generation • Revenue Generation: Achieve and exceed revenue targets. • Product Mix Achievement: Successfully sell a diverse range of products, meeting specific product mix goals. • Upsell Performance: Identify and capitalize on opportunities to upsell to existing clients. • New Business Acquisition: Actively acquire new clients and business. • New Knowledge Acquired: Stay current on industry trends, products, and regulations by continuously acquiring new knowledge. Client Relationship Management • Client Engagement: Maintain a high level of engagement with clients. • Relationship Depth: Build and deepen client relationships to foster loyalty and trust. • Meeting Documentation: Accurately document all client interactions and meetings. • Client Retention: Implement strategies to retain clients and minimize churn. Lead Generation • Lead Generation: Proactively generate new leads through various channels. • Reference Generation: Encourage and secure client referrals. • Lead Conversion: Effectively convert leads into paying clients. • Proposal Effectiveness (Lost Leads): Analyze and learn from lost proposals to improve future success rates. Product Performance • Mutual Funds: Drive sales and performance of mutual fund products. • Life Insurance: Promote and sell life insurance policies. • General Insurance: Achieve targets for general insurance products. • Other Products: Be proficient in selling and promoting other relevant products as required. Activity Tracking • Prospecting Calls: Conduct a specified number of prospecting calls daily. • Client Meetings: Hold regular meetings with clients to review portfolios and discuss needs. • Proposals Sent: Track the number of proposals sent and their outcomes. • New Client Addition: Monitor the rate of new client acquisition. • Follow-ups Completed: Ensure all client and prospect follow-ups are completed in a timely manner. • Client Profiling Done: Accurately profile clients to better understand their financial needs and goals. • No. of Campaign Run: Participate in and track the effectiveness of marketing campaigns. • Feedback Taken: Solicit and document feedback from clients to improve service. • Workshops for Clients: Organize and conduct workshops for clients to enhance their f inancial knowledge. • Mass Marketing Events: Participate in and represent the company at mass marketing events. • Digital & Social Media Drives: Actively engage in digital and social media marketing initiatives. • Location-Based Initiatives (Field Work): Conduct fieldwork and local initiatives to generate leads. • Educational Series: Develop or participate in educational series for clients or prospects. • File Making: Ensure all client files are accurate and up-to-date. • Portfolio Review: Regularly review client portfolios and provide strategic recommendations. • Self Review: Conduct periodic self-reviews to assess performance and identify areas for improvement. Requirements • Education: Graduate / Postgraduate in Finance, Commerce, Economics, or related field. • Experience: 2–4 years in Insurance, Mutual Funds and other supplementary financial products. • Certifications: NISM VA (Mutual Funds) required, IRDA (Insurance) is preferred. • Skills & Competencies: o Proven track record in new client acquisition and wallet share development. o Strong sales and negotiation skills with ability to close high-ticket deals. o Adequate knowledge of Mutual Funds, Insurance, and Capital Markets. o Excellent communication, presentation, and networking skills. o High ethical standards and client-first advisory mindset. • Technology Proficiency: CRM tools, MS Excel/PowerPoint and AI.