Executive - Sales - Financial Services/insurance (0-1 Yrs) Mumbai (bfsi Sales)

3 days ago


Mumbai Maharashtra, India BTW Financial Services and Pvt Ltd Full time

About 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 ref updazz com



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