Financial Product Advisor

3 days ago


Pune, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000
Insurance and Mutual Funds Sales Specialist

This is a full-time, on-site role based in Pune for an Insurance & Mutual Funds Sales Specialist. The Sales Specialist will be responsible for building and managing strong client relationships, understanding client needs, and providing tailored insurance and investment solutions.

The position requires proactive sales management, consistent follow-ups, and the ability to explain financial products in a clear and client-friendly manner.

Key Responsibilities:
  • Engage with existing clients to identify additional needs and cross-sell suitable products.
  • Generate new leads through referrals, networking, and outreach efforts.
  • Achieve monthly and quarterly sales targets across insurance and mutual fund products.
  • Present and explain insurance and investment solutions in a clear and approachable way.
  • Assist clients with onboarding, documentation, and after-sales service.
  • Stay updated with product knowledge, market trends, and regulatory changes.


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