Job Description – Mutual Fund & Insurance Sales Executive

Position:

Mutual Fund & Insurance Sales Executive

Location:

Agra

Experience:

0–3 Years (Freshers with valuable communication skills can also apply)

Job Summary:

We are looking for a motivated and result-oriented candidate for Mutual Fund and Insurance Sales. The candidate will be responsible for generating leads, acquiring clients, and promoting financial products such as mutual funds, life insurance, and general insurance.

Key Responsibilities:
Generate new leads and acquire potential customers.
Promote and sell mutual fund and insurance products.
Build and maintain solid client relationships.
Understand customer financial needs and provide suitable investment solutions.
Achieve monthly sales targets.
Follow up with clients for renewals and additional business opportunities.




Maintain proper client records and sales reports.
Coordinate with internal teams for smooth client onboarding and servicing.

Required Skills:
Valuable communication and convincing skills.
Basic knowledge of mutual funds and insurance products.
Ability to handle clients professionally.
Target-oriented approach.
Basic computer knowledge (MS Excel, Email, CRM).

Qualification:
Graduate in any stream.
MBA/BBA preferred.
NISM certification will be an added advantage.
Candidates willing to build a career in financial sales are encouraged to apply.

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

📌 Field Sales Executive Agra (India)
🏢 R.Money
📍 India