sales executive

1 day ago

Aurangabad, Maharashtra, India SAMRUDDHI INVESTMENTS Full time ₹ 2,40,000 - ₹ 4,80,000 per year

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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