Sales Executive ( Mutual Fund & Insurance)

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Experience
1 - 2 yrs
Job Location
Ghaziabad, India
Vacancy
1
Designation
Sales Executive
Job Type
ONSITE

Job Description

Identify and acquire new clients for Mutual Funds Insurance products
Understand client financial needs and recommend suitable solutions
Conduct client meetings (physical / virtual)
Present investment plans in a structured and professional manner
Follow up on leads and close sales effectively
Maintain long-term relationships with clients
Achieve monthly sales targets

Required Skills Qualifications
Knowledge of Mutual Funds, SIPs, ELSS, and Insurance products
Strong speaking and convincing skills
Professional appearance and confident client representation
Ability to explain financial concepts in simple language
Good follow-up and relationship-building ability
Basic understanding of financial markets

Preferred Qualifications
Any Graduate
Experience in financial sales / broking / investment advisory
NISM certification (preferred but not mandatory)
Insurance certification (if applicable)
What We Offer
Attractive incentives structure
Growth opportunities in financial advisory domain
Supportive work environment
Opportunity to build long-term client relationships

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