Mutual Fund & Credit Card Sales Executive (Paldi)

Mutual Fund & Credit Card Sales Executive (Paldi)

18 Oct
|
Clarion insurance broking services
|
Paldi

18 Oct

Clarion insurance broking services

Paldi

Job Description (JD)Mutual Fund & Credit Card Sales Executive

Company Name: Clarion Insurance Broking Services Pvt. Ltd.
Job Location: Ahmedabad, Gujarat
Department: Financial Products Sales / Telecalling
Job Type: Full-Time

Job Responsibilities

- Make outbound calls to potential customers and generate leads for mutual funds and credit card products.
- Explain product features, eligibility criteria, benefits, charges and application procedures to customers.
- Identify customer requirements and suggest suitable products in accordance with company policies and applicable regulations.
- Follow up with interested customers to complete application and documentation processes.
- Coordinate with banks, financial institutions and relevant teams for application processing and status updates.
- Maintain customer records, daily calling reports and sales MIS.
- Achieve assigned calling, lead generation, conversion and sales targets.




- Ensure accurate information is provided to customers and follow all applicable compliance guidelines.

Candidate Requirements

- Qualification: Minimum 12th Pass; Graduate preferred.
- Experience: Freshers and experienced candidates can apply.
- Skills: Good communication, convincing and customer-handling skills.
- Basic computer knowledge and familiarity with MS Excel.
- Candidates with experience in telecalling, banking, credit cards, loans or financial product sales will be preferred.
- Willingness to work with sales targets and follow-up activities.

Salary & Benefits

- Salary: As per company norms and candidate experience.
- Incentives: Performance-based sales incentives.
- Training and career growth opportunities.

Pay: ₹12,000.00 - ₹14,000.00 per month

Perks:

- Cell phone reimbursement
- Flexible schedule
- Paid sick time
- Provident Fund

Work Location: In person

📌 Mutual Fund & Credit Card Sales Executive (Paldi)
🏢 Clarion insurance broking services
📍 Paldi

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