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1 Job openings at wealthcraft
About wealthcraft

WealthCraft is a financial technology company providing innovative wealth management solutions to individuals and institutions. The company specializes in investment advisory, portfolio management, and financial planning services.

Sales Executive

Not specified

1 - 3 years

INR 0.5 - 3.0 Lacs P.A.

Work from Office

Full Time

Sales Executive Mutual Fund & InsuranceLocation: South MumbaiSalary: 20,000 - 25,000 per month (depending on experience)Experience: 2-3 years in Mutual Fund and/or Insurance SalesJob DescriptionWe are looking for a dynamic and results-driven Sales Executive to join our team in theMutualFund & Insurance industry. The ideal candidate will have a strong track record in sales,expertise in client relationship management, and a knack for converting leads intosuccessfulsales. This is an excellent opportunity for individuals passionate about financial servicesandhelping clients achieve their investment goals.ResponsibilitiesLead Follow-ups: Engage with potential clients, follow up on leads, and schedulemeetings to discuss their needs.Sales Conversion: Present tailored solutions to clients and close sales effectively.Client Relationship Management: Build and maintain long-term relationships withclients by understanding their financial goals and concerns.Business Development: Generate leads, expand the client base, and increase themarket share for mutual fund and insurance products.Product Knowledge: Stay updated with mutual fund and insurance offerings, markettrends, and product enhancements.Market Insights: Monitor industry developments and competitor activities to alignstrategies with market needs.Team Collaboration: Work collaboratively with the team to achieve sales targets andcontribute to a positive work environment.Skills RequiredStrong sales expertise and understanding of the sales process.Excellent verbal and written communication skills.Active listening and interpersonal skills to build trust with clients.Proficiency in delivering impactful presentations.In-depth knowledge of mutual funds, insurance products, and market dynamics.Negotiation skills with the ability to handle objections effectively.Self-motivation and a results-oriented approach.QualificationsBachelor’s degree in Business, Finance, or a related field (preferred).2-3 years of experience in sales within the Mutual Fund and/or Insurance sector.Salary & BenefitsCompetitive salary: 20,000 - 25,000 per month (based on experience).Opportunities for professional growth and development.Collaborative and dynamic work environment.Important NoteApply only if you are based in South Mumbai.How to ApplyContact: Vivek Shah – 9819057548Email your CV to: vivek.shah9@gmail.com

wealthcraft

wealthcraft

Financial Services

New York
cta

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