Shubbaan Investments jobs - Sales Executive - Mutual Funds and Insurance

Job Type: Full-Time

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