Posted:1 month ago|
Platform:
On-site
Full Time
Job Description: Senior Sales Relationship Manager - Mutual Fund & Insurance
Job Title: Senior Sales Relationship Manager - Mutual Fund & Insurance
Location: Mulund, Mumbai (Candidates preferred from nearby suburbs - within 3-4 railway stations from Mulund)
Experience Required: Minimum 5 years (must be with Individual MFD and Insurance Advisor)
Key Responsibilities:
- Independently pitch and close mutual fund and insurance products (Term, Mediclaim, Personal Accident)
- Handle inbound leads and proactively follow up with clients
- Use deep product knowledge to consult and convert leads via phone
- no field travel required
- Maintain healthy conversion ratio and meet monthly and yearly targets
- Work closely with junior support staff for application and documentation processing
- Ensure excellent client communication and post-sale servicing coordination
Job Types: Full-time, Permanent
Pay: ₹15,000.00 - ₹40,000.00 per month
Benefits:
Disha Techno Services
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