Job Description

We are looking for a dynamic and self-motivated Sales Executive to promote and sell Mutual Fund and Insurance products to new and existing clients. Key Responsibilities: Identify and approach potential clients for mutual fund and insurance products Explain product features, benefits, and suitability as per client needs Follow up with leads through phone calls, WhatsApp, and in-person meetings Maintain strong client relationships and ensure post-sales support Help clients with investment transactions and application processes Meet monthly sales targets and report progress regularly Coordinate with internal team for smooth onboarding and client servicing Requirements: Basic understanding of mutual funds and insurance (training will be provided) Good communication and convincing skills (Hindi and basic English) Goal-oriented with a passion for sales Basic computer knowledge (MS Excel, email, etc.) Prior experience in financial sales (preferred, not mandatory)