Sales Executive - Mutual Funds and Insurance

Shubbaan Investments

1 to 3+ Years

Not disclosed

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Posted: 25 Sep 24

Job Description

Job Title: Sales Executive - Mutual Funds and Insurance

Location: Khadki, Pune.

Job Type: Full-Time

Join our dynamic team and help clients navigate their financial journeys.

Job Summary: We are looking for a motivated and experienced Sales Executive to promote our mutual fund and insurance products. The ideal candidate will have a strong background in financial services, excellent communication skills, and a passion for helping clients secure their financial futures. This role requires the ability to build relationships, educate clients, and achieve sales targets.

Key Responsibilities:
•       Client Acquisition: Identify and engage potential clients through networking, referrals, and outreach efforts.
•       Product Knowledge: Maintain comprehensive knowledge of our mutual fund and insurance offerings, staying updated on market trends and regulations.
•       Sales Presentations: Conduct informative presentations and meetings to educate clients about the benefits of our products.
•       Relationship Management: Develop and nurture strong relationships with clients, understanding their needs and providing tailored solutions.
•       Sales Targets: Meet and exceed sales goals for both mutual funds and insurance products.
•       Market Research: Analyze market trends and competitor offerings to identify new business opportunities.
•       Compliance: Ensure all sales activities comply with regulatory standards and internal policies.

Qualifications:
•       Bachelor’s degree in Finance, Business, or a related field.
•       Proven experience in sales, with a focus on financial services, mutual funds, or insurance preferred.
•       Strong understanding of mutual funds and insurance products.
•       Excellent communication, negotiation, and interpersonal skills.
•       Self-motivated with the ability to work independently and collaboratively.
•       Proficiency in MS Office and CRM software.
•       Relevant certifications (e.g., AMFI, NISM, IRDA) are a plus.

Benefits:
•       Competitive salary with performance-based incentives.
•       Health insurance and retirement benefits.
•       Opportunities for ongoing training and professional development.
•       A supportive and inclusive work environment.
•       Uncapped Incentives.
•       One time meal provided.

How to Apply: You can drop your CV

More information about this Sales Executive - Mutual Funds and Insurance Job

Please go through the below FAQs to get all answers related to the given Sales Executive - Mutual Funds and Insurance job

What are the job requirements to apply for this Sales Executive - Mutual Funds and Insurance job position?
- Ans: A candidate must have a minimum of 1 to 3+ year experience as an Sales Executive - Mutual Funds and Insurance

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM
What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
This Sales Executive - Mutual Funds and Insurance is a work from home job?
- Ans: No ,its not a Work from Home Job.
How many job vacancies are opening for the Sales Executive - Mutual Funds and Insurance position?
- Ans: There are immediate 1 job openings for Sales Executive - Mutual Funds and Insurance in our Organisation.

Job Particulars

Role sales marketing executive

Education B.Com, BA, BBA/BBM

Who can apply Experienced (1 to 3+ Years)

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id2529423

Job Category BSc/BCA/BBM , 1 to 3 Yr Exp , Sales and Marketing

Locality Address Khadki

State Maharashtra

Country India

About Company

At Shubbaaan Investments, we are committed to empowering our clients to achieve their financial objectives through expert advice and tailored investment solutions. With a diverse range of mutual funds and insurance products, we pride ourselves on providing exceptional service and building lasting relationships.

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