Sales Executive
3 days ago
Role & responsibilities
About the Role:
We are looking for a passionate, self-driven, and ethical sales professional to join our growing Insurance and Mutual Fund advisory team. The ideal candidate should have strong interpersonal skills, proven insurance and mutual fund sales experience, and the ability to build long-term relationships with clients. This is not a typical sales job its about guiding people to secure their financial future.
Key Responsibilities:
- Engage with inbound leads from social media, referrals, and internal sources.
- Explain Mutual Fund and Insurance products in a simplified and goal-based manner.
- Conduct portfolio reviews, recommend suitable investment strategies.
• Conduct operations smoothly for execution of transactions. - Handle client objections and timely resolve queries with empathy and clarity.
- Maintain follow-up discipline and ensure high client conversion and retention.
- A end regular training sessions to stay updated on markets and
regulations.
Insurance and Mutual Fund Sales Executive
Location:
O reference: Hindi (Fluent), English (Working knowledge), Marathi, Gujarat and Kutchi Location Preference:
We prefer candidates from Thane to Dadar
Type: Full-me CTC: Industry standard subject to the relevant experience and knowledge
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