Executive - Sales - Mutual Funds/Marine & Fire Insurance (0-1 yrs)
4 weeks ago
Designation: Financial Services Sales Executive(Mutual Funds,Marine & Fire Insurance) Gross Salary: - 21,000 to - 25,000 Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday Probation Period: 6 months Interview & Job Location :BTW Visa Services India Pvt Ltd Office No.B.14,Ground Floor, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, 400014 https://share.google/0kCds4yCMFuLYPwZ Core Responsibilities 1. 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.
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Mumbai, Maharashtra, India BTW Financial Services and IMF PVT LTD Full timeDesignation 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...
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BTW Visa Services
2 weeks ago
Mumbai, India BTW Group Full time- Designation: Financial Services Sales Executive(Mutual Funds, Marine & Fire Insurance) - Gross Salary: - 21,000 to - 25,000 - Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday - Probation Period: 6 months - Interview & Job Location :BTW Visa Services India Pvt Ltd - Office No.B.14,Ground Floor, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai,...
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[01/11/2025] Btw Visa Services
1 week ago
Mumbai, Maharashtra, India BTW Group Full timeDesignation Financial Services Sales Executive Mutual Funds Marine Fire Insurance - Gross Salary - 21 000 to - 25 000 - Working Hours 10 00 AM to 7 00 PM Monday to Saturday - Probation Period 6 months - Interview Job Location BTW Visa Services India Pvt Ltd - Office No B 14 Ground Floor Civic Center MMGS Marg Dadar East Dadar Mumbai 400014 https share google...
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Mumbai, Maharashtra, India BTW Financial Services and Pvt Ltd Full timeAbout 1 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...
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Sales Executive
3 days ago
Grant Road, Mumbai, Maharashtra, India WEALTHCRAFT Full time**Sales Executive, Mutual Fund & Insurance** **Location**: South Mumbai**Salary**:₹20,000 - ₹25,000 per month** (depending on experience)**Experience**: 2-3 years in Mutual Fund and/or Insurance Sales **Responsibilities** - **Lead Follow-ups**: Engage with potential clients, follow up on leads, and schedule meetings to discuss their needs. - **Sales...
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Mutual Fund
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Mumbai, Maharashtra, India Wehire Talent Solutions Full timeWehire Talent Solutions is hiring for chat Immediate joining Location : Mahape ( Navi Mumbai ) Nippon - Mutual Fund Graduate with min. 6 months to 1 year of BPO Experience Good Communication (Versant4) Fixed Day shift 8am to 8pm - any 9 hours shift window 1 Rotational Off Salary - 18000 inhand, 22000 CTC 2. RBT & Outbound Outbound Sales Graduate...
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Mumbai, Maharashtra, India Helios Mutual Fund Full time ₹ 80,000 - ₹ 1,20,000 per yearJob Title:Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location:MumbaiEmployment Type:Full-TimeExperience Level:0–3 years(Graduates welcome; Freshers encouraged to apply)About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with empaneled...
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Mutual Fund Sales Executive
6 days ago
Mumbai, India Zeev Hr Consultants And Placement Services Full time**Responsible for generation of revenues through sale of CA and Third Party Products like Insurance, Mutual Funds, Online Trading, Demat Accounts etc through the Sales Channel.**: - **Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics.**: -...
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Mutual Fund Executive
4 days ago
Mumbai, Maharashtra, India Zigsaw Full time ₹ 12,00,000 - ₹ 36,00,000 per yearWe are seeking a skilled and experienced Mutual Fund Executive with proficiency in advanced Excel techniques and a strong background in the mutual fund industry. The ideal candidate will possess exceptional analytical and problem-solving skills, along with a deep understanding of mutual funds, investment strategies, and financial markets. This role requires...
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Mutual Fund Sales Executive
2 weeks ago
Mumbai, Maharashtra, India Human Resource Search Full time**We have an urgent opening for Relationship Manager (Mutual Fund Advisor into Sales) Position for Vile Parle, Mumbai location** Company Details: Renowned Stock Broking Company Relevant Job Experience : 4+ Years **Relationship Manager -** - Any Graduate with minimum experience of 3-4+ years experience in distribution knowledge in sales of Mutual Fund. -...
