Financial Services Sales Executive

Job description: Core Responsibilities 1. Sales and Client Acquisition: Find and acquire new clients (people and companies) using cold calls, networking, and referrals. Achieve daily and monthly sales targets for mutual funds and insurance. 2. Product Expertise: Clearly explain the features, benefits, risks, and coverage of Mutual Funds, Fire Insurance, and Marine Insurance. 3. Client Relationship Management: Build and maintain strong, long-term relationships with all clients. Act as their main point of contact for service and support. 4. Transaction Support (Mutual Funds): Advise clients and process requests like purchases, redemptions, switches (SIP, STP, SWP), and other account changes accurately and quickly. 5. Insurance Sales & Coordination: Explain specific policy details (coverage, limits) for Fire and Marine Insurance. Work with underwriters and claims teams to provide quotes and help process claims. 6. Query and Issue Resolution: Handle all client queries, including mailbox/email requests, for both financial and non-financial transactions promptly and accurately. 7. Compliance and Documentation: Ensure all sales, advice, and transactions follow SEBI/IRDAI rules and internal compliance guidelines. Maintain accurate records and client profiles (CRM). Essential Skills 1. Communication & Sales: Strong ability to start conversations, present ideas clearly, negotiate, and close deals. 2. Customer Service: Provide proactive, high-quality support to keep clients satisfied. 3. Networking: Skill in building a strong contact base for new leads and referrals. 4. Organization: Ability to manage sales pipelines, prioritize tasks, and meet deadlines. 5. Knowledge: Stay current on product details, market trends, and industry rules for both financial services and insurance. Job Types: Full-time, Permanent, Fresher Benefits: Health insurance Provident Fund Work Location: In person