Sales Executive / Relationship Manager – Insurance & Mutual Funds

Company: FinPilot IMF Pvt. Ltd.
Experience: 1–5 Years | Employment: Full-Time

Key Responsibilities:
Generate and develop new business through customer acquisition and referrals.
Advise customers on suitable Life Insurance, Health Insurance, General Insurance & Mutual Fund products.
Understand customer needs and provide product comparisons and financial solutions.
Build and maintain strong customer relationships.
Coordinate with internal teams and insurance/AMC companies for smooth processing and issuance.
Achieve assigned sales and business targets.
Maintain regular follow-ups with prospects and existing customers.

Required Skills:
Robust sales,



communication & relationship-management skills.
Good understanding of insurance and mutual fund products.
Target-oriented and proactive approach.
Positive negotiation and follow-up skills.
Ability to develop and maintain a robust customer network.

Qualification: Graduate in any discipline.
Experience in Insurance / Mutual Funds / Banking / Financial Services preferred.

Ideal Candidate: Energetic, customer-focused, target-driven and passionate about building a career in financial services.

Pay: From ₹18,000.00 per month

Work Location: In person

📌 Sales Manager Paschim Vihar
🏢 fin pilot imf
📍 Paschim Vihar