
sales executive
2 days ago
Key Responsibilities:
- Identify and acquire new clients for mutual fund, insurance and other investment products
- Build and maintain strong client relationship through regular follow-ups and portfolio review
- understand client needsand suggest suitable mutual fund schemes/insurance policies
- Achieve quarterly and yearly sales targets as per buiness plan
- Maintain accurate records of leads, prospects and client interactions
- stay updated with market trends, product knowledge and regulatory guidelines
- participate in investor awareness programs, seminars and promotional activities.
Desired Candidate Profile:
- Graduate in any discipline (Finance / commerce preferred)
- 1-3 years of experience in sales ( experience in BFSI / Financial Products preferred)
- Good communication skills and interpersonal skills
- Knowledge of Mutual Funds, Insurance and Financial Markets will be an added advantage
- Should be self motivated, target driven and ethical in approach
Skills required:
- Sales and negotiation skills
- Financial product knoledge (basic to intermediate)
- Relationship management
- Time management and discipline
- Proficiency in MS office / CRM tools (preferred)
Job Types: Full-time, Permanent
Pay: ₹10, ₹20,000.00 per month
Benefits:
- Cell phone reimbursement
- Health insurance
- Internet reimbursement
Experience:
- Insurance sales: 1 year (Required)
Work Location: In person
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