Job description Insurance and Mutual Fund Sales Executive Location Office number - 249 2nd Floor Ecstasy Business Park Near Citi of Joy JSD Road Mulund West Mumbai - 400080 Language Preference Hindi Fluent English Working knowledge Marathi Gujarati and Kutchi Location Preference We prefer candidates from Thane to Dadar Employer Winsure Financial Investment 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 solid 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 it s 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 Attend regular training sessions to stay updated on markets and regulations Who Should Apply Minimum 1 year of Mutual Fund sales Insurance sales advisory experience preferable Freshers too can apply Basic understanding of SIPs portfolio allocation and MF categories Excellent communication skills and confidence in speaking Hindi and English Should be a team player with a client-first attitude Able to build long-term trust with clients not just close transactions Why join Winsure Financial Investment A performance-driven culture with no hard-selling pressure Training mentorship directly from experienced AMFI-registered advisors Opportunity to handle qualified leads from a large digital audience Exposure to financial planning of over 7000 families for Mutual Funds Health Insurance and Life Insurance and real success stories Job Types Full-time Permanent Fresher Pay 220 000 00 - 240 000 00 per year Work Location In person

📌 Sales Executive (Maharashtra)
🏢 Winsure Financial Planners
📍 Maharashtra