Executive - Sales - Mutual Funds/marine & Fire Insurance (0-1 Yrs) Mumbai (bfsi Sales)

2 weeks ago


Mumbai Maharashtra, India BTW Financial Services and IMF PVT LTD Full time

Designation Financial Services Sales Executive Mutual Funds Marine FireInsurance Gross Salary - 21 000 to - 25 000Working Hours 10 00 AM to 7 00 PM Monday to SaturdayProbation Period 6 monthsInterview Job Location BTW Visa Services India Pvt LtdOffice No B 14 Ground Floor Civic Center MMGS Marg Dadar East Dadar Mumbai Responsibilities1 Sales and Client Acquisition Find and acquire new clients people and companies using cold calls networking and referrals Achieve daily and monthly sales targets for mutual funds and insurance 2 Product Expertise Clearly explain the features benefits risks and coverage of Mutual Funds Fire Insurance and Marine Insurance 3 Client Relationship Management Build and maintain strong long-term relationships with all clients Act as their main point of contact for service and support 4 Transaction Support Mutual Funds Advise clients and process requests like purchases redemptions switches SIP STP SWP and other account changes accurately and quickly 5 Insurance Sales Coordination Explain specific policy details coverage limits for Fire and Marine Insurance Work with underwriters and claims teams to provide quotes and help process claims 6 Query and Issue Resolution Handle all client queries including mailbox email requests for both financial and non-financial transactions promptly and accurately 7 Compliance and Documentation Ensure all sales advice and transactions follow SEBI IRDAI rules and internal compliance guidelines Maintain accurate records and client profiles CRM Essential Skills 1 Communication Sales Strong ability to start conversations present ideas clearly negotiate and close deals 2 Customer Service Provide proactive high-quality support to keep clients satisfied 3 Networking Skill in building a strong contact base for new leads and referrals 4 Organization Ability to manage sales pipelines prioritize tasks and meet deadlines 5 Knowledge Stay current on product details market trends and industry rules for both financial services and insurance ref updazz com



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