Job Title: Sales Executive - Mutual Funds and Insurance

Location: Khadki, Pune.

Company: Shubbaan Investments Pvt Ltd.

Job Type: Full-Time

About Us: At Shubbaaan Investments, we are committed to empowering our clients to achieve their financial objectives through expert advice and tailored investment solutions. With a diverse range of mutual funds and insurance products, we pride ourselves on providing exceptional service and building lasting relationships. Join our dynamic team and help clients navigate their financial journeys.

Job Summary: We are looking for a motivated and experienced Sales Executive to promote our mutual fund and insurance products. The ideal candidate will have a strong background in financial services, excellent communication skills, and a passion for helping clients secure their financial futures. This role requires the ability to build relationships, educate clients, and achieve sales targets.

Key Responsibilities:

- Client Acquisition: Identify and engage potential clients through networking, referrals, and outreach efforts.

- Product Knowledge: Maintain comprehensive knowledge of our mutual fund and insurance offerings, staying updated on market trends and regulations.

- Sales Presentations: Conduct informative presentations and meetings to educate clients about the benefits of our products.

- Relationship Management: Develop and nurture strong relationships with clients, understanding their needs and providing tailored solutions.

- Sales Targets: Meet and exceed sales goals for both mutual funds and insurance products.

- Market Research: Analyze market trends and competitor offerings to identify new business opportunities.

- Compliance: Ensure all sales activities comply with regulatory standards and internal policies.

Qualifications:

- Bachelor's degree in Finance, Business, or a related field.

- Proven experience in sales, with a focus on financial services, mutual funds, or insurance preferred.

- Strong understanding of mutual funds and insurance products.

- Excellent communication, negotiation, and interpersonal skills.

- Self-motivated with the ability to work independently and collaboratively.

- Proficiency in MS Office and CRM software.

- Relevant certifications (e.g., AMFI, NISM, IRDA) are a plus.

Benefits:

- Competitive salary with performance-based incentives.

- Health insurance and retirement benefits.

- Opportunities for ongoing training and professional development.

- A supportive and inclusive work environment.

- Uncapped Incentives.

- One time meal provided.

How to Apply: You can drop your CV or contact me on 8799986045.