Sales Executive ( Mutual Fund & Insurance)
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Job Description
Structured overview of role & requirementsAbout This Role
Identify and acquire new clients for Mutual Fund and Insurance products to meet monthly sales targets.
Conduct client meetings (physical/virtual) to present tailored investment plans and financial solutions.
Maintain long-term client relationships through effective follow-up and post-sale engagement.
Minimum Requirements
1-2 years of experience in financial sales, broking, or investment advisory.
Knowledge of Mutual Funds, SIPs, ELSS, Insurance products, and basic financial market understanding.
Any Graduate degree.
Strong communication and client convincing skills.
Ideal Candidate Profile
Experience in direct sales of financial products with a demonstrated ability to close sales and meet targets.
Comfortable with client-facing roles requiring professional presentation and relationship building.
Preference for candidates with NISM certification or relevant insurance certifications, indicating familiarity with regulatory frameworks.