Core Responsibilities 1 Sales and Client Acquisition Find and acquire current 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 Type Full-time Pay 21 000 00 - 25 000 00 per month Work Location In person

📌 Financial Services Sales Executive(mutual Funds,marine & Fire Insurance) (Maharashtra)
🏢 Important Business
📍 Maharashtra