Urgent Requirement For Financial Service Executive

BTW Financial Services & IMF PVT LTD

designation: 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 ,ground floor, civic center,

mmgs marg, dadar east, dadar, mumbai,



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.

• Experience

  1 Years

• No. of Openings

  20

• Education

  Any Bachelor Degree

• Role

  Financial Service Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Office No.B.14, Civic Center, MMGS Marg, Dadar East, Dadar, Mumbai, Maharashtra 400014