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Sales Executive (Mutual Funds & Insurance) @ Mifm Operations

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 Sales Executive (Mutual Funds & Insurance)

Job Description

    Job Summary:

    We are looking for a Sales Executive to drive business growth in mutual fund and insurance (health & life) distribution. The ideal candidate should have strong sales skills, a client-focused approach, and a good understanding of financial products.

     

    Key Responsibilities:

    Client Acquisition & Relationship Management:

    Identify and acquire new clients for mutual funds and insurance products.

     

    Sales & Business Development:

    Promote and sell mutual fund schemes and insurance policies (health & life).

    Cross-sell financial products to maximize client value.

     

    Financial Planning & Advisory:

    Educate clients on investment and insurance options.

    Assess clients' financial goals and suggest suitable products.

     

    Stay updated with SEBI, IRDAI, and AMFI regulations.

    Market Awareness & Lead Generation:

     

    Required Skills & Qualifications:

     

    Educational Qualification: Graduate (Finance, Commerce, or relevant field preferred).

    Experience: 1-3 years in financial sales (Mutual Funds, Insurance, or BFSI sector preferred).

    Certifications: NISM (Mutual Fund Distributor) & IRDAI certification preferred or willingness to obtain.

     

    Communication Skills: Strong verbal and written communication.

    Tech Skills: Proficiency in MS Office (Excel, Word) and CRM tools.

    Sales & Negotiation Skills: Ability to convince and close deals effectively.

     

    Preferred Candidate Profile:

    Prior experience in mutual fund and insurance sales.

    Self-motivated, target-driven, and client-focused.

    Ability to work independently and as part of a team.

     

    Salary & Benefits:

    Competitive fixed salary with attractive incentives.

    Performance-based growth opportunities.

Employement Category:

Employement Type: Full time
Industry: Financial Services
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Sales Executive (Mutual Funds & Insurance)

Contact Details:

Company: PMPK Wealth
Location(s): Ranchi

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Keyskills:   cold calling sales nism computer skills communication skills marketing

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Mifm Operations

Mifm Operations Private Limited