Job Description
Full job description
Financial Services Sales Executive(Mutual Funds,Marine & Fire
Insurance)
Gross Salary: ₹ 21,000 to ₹25,000
Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday
Probation Period: 6 months
Interview & Job Location :BTW Visa Services India Pvt Ltd
Office No.B.14,Ground Floor, Civic Center,
MMGS Marg, Dadar East, Dadar, Mumbai, 400014
https://share.google/0kCds4yCMFuLYPwZ
Core Responsibilities
1. Sales and Client Acquisition: Find and acquire new 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 Types: Full-time, Fresher
Pay: ₹21,000.00 - ₹25,000.00 per month
Benefits:
Provident Fund
Work Location: In person
Financial Services Sales Executive(Mutual Funds,Marine & Fire
Insurance)
Gross Salary: ₹ 21,000 to ₹25,000
Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday
Probation Period: 6 months
Interview & Job Location :BTW Visa Services India Pvt Ltd
Office No.B.14,Ground Floor, Civic Center,
MMGS Marg, Dadar East, Dadar, Mumbai, 400014
https://share.google/0kCds4yCMFuLYPwZ
Core Responsibilities
1. Sales and Client Acquisition: Find and acquire new 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 Types: Full-time, Fresher
Pay: ₹21,000.00 - ₹25,000.00 per month
Benefits:
Provident Fund
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Financial Services Sales Executive(Mutual Funds,Marine & Fire Insurance) position is now open for candidates interested in the Counter Sales Jobs sector. This role in India offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Counter Sales Jobs is a plus.
