BTW Financial Services & IMF Pvt Ltd
Financial Services Sales Executive(Mutual Funds,Marine & Fire Insurance)
₹ Check with seller / month
✓ Actively Hiring
🏠 Remote / WFH
💼 Full Time
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⚡ Direct Apply — No Agent
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Job at a Glance
- Category
- Counter Sales
- Location
- Remote / WFH
- Salary
- Check with seller
- Job Type
- Remote / WFH
- Company
- BTW Financial Services & IMF Pvt Ltd
- Status
- Open & Active
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
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