BTW Financial Services and IMF Pvt Ltd

Lower Parel, Mumbai

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 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.

Title: Travel Insurance Executive Objective: Drive corporate travel insurance sales by generating qualified leads, educating stakeholders, preparing competitive quotations, and ensuring seamless policy issuance and service. Core Duties and Responsibilities Lead Generation and Business Development Identify and research prospective corporate clients across relevant industries, travel-intensive functions, and geographies. Build and maintain a qualified pipeline through cold outreach, email campaigns, LinkedIn/social selling, industry events, and referrals. Qualify leads based on travel volume, geographies, risk profile, existing coverage, and decision-making structure. Maintain CRM discipline: log activities, update lead status, forecast opportunities, and track conversion metrics. Conduct structured needs assessments for corporate travel programs (domestic/international, frequency, destinations, traveler demographics). Quotation and Proposal Management Prepare customized quotations with multiple plan options Present proposals to stakeholders (procurement, finance, HR, travel desk) and address technical queries. Manage revisions, approvals, and validity timelines for quotations. Policy Booking and Issuance Collect KYC/company documentation, traveler details, and declarations per compliance requirements. Accurately complete proposal forms and obtain necessary signatures/consents. Process premium payments, reconcile amounts, and issue policy documents, endorsements, schedule of benefits, and certificates. Account Management and Client Servicing Serve as primary point of contact for client travel desks, HR, and finance for policy servicing. Support claims initiation by guiding on documentation, timelines, and emergency assistance procedures. Coordinate with claims teams and assistance providers to expedite resolution and communicate status. Adhere to IRDAI/DoI or relevant regulatory guidelines, AML/KYC norms, data privacy, and audit requirements. Maintain complete and accurate records: proposals, quotes, communications, policy schedules, and claim logs. Ensure marketing and client communications are compliant with approved product literature and disclosures. Stay updated on sanctions lists, travel advisories, and high-risk region protocols. Reporting and Analytics Track sales KPIs: leads, conversions, pipeline value, average deal size, cycle time, retention, and upsell. Train client travel coordinators on policy usage, issuance workflows, and emergency protocols. Keep current on competitor products, pricing, and emerging travel risks (pandemics, geopolitical, natural disasters). Participate in product and compliance training; obtain/renew required licenses or certifications. Improve sales collateral, scripts, and FAQs to enhance client understanding and close rates. Customer Experience and Retention Conduct onboarding sessions for new corporate clients and their travelers. Implement SLA-driven response and turnaround times for quotes and servicing. Drive renewals proactively with early reviews, competitive benchmarking, and program enhancements. Seek feedback, resolve complaints promptly, and promote satisfaction and referrals. Key Skills and Qualifications Strong B2B sales and relationship management; ability to engage CXO, HR, Procurement, and Travel Desk stakeholders. Solid understanding of travel insurance products, underwriting basics, and claims processes. Excellent communication, presentation, and negotiation skills. Proficiency with CRM tools, MS Office/Google Suite, and reporting. Attention to detail, compliance orientation, and problem-solving in time-sensitive scenarios.

Sales Development Representative (SDR) Job Description Company : BTW Financial Services & IMF Pvt Ltd 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 Salary : 23,000-25,000 /- Gross Per Month Probation Period : 06 Months Monday to Saturday -10 AM to 07 PM 1. Identify and research key decision-makers (such as CHROs, CFOs, Procurement, and Admin Leaders) across the pan-India market. 2. Generate qualified leads and opportunities using sales intelligence tools like LinkedIn Sales Navigator, Apollo, Lusha, ZoomInfo, and similar platforms. 3. Execute personalized outreach campaigns through multiple channels: emails, LinkedIn messages, phone calls, and WhatsApp. 4. Successfully schedule (Online ) initial meetings with high-level decision-makers 5. Thoroughly qualify leads by asking specific discovery questions to ensure they meet the Ideal Customer Profile (ICP) before handover. 6. Maintain accurate and detailed records in the CRM by logging all activity notes and current lead stages in real-time. 7. Collaborate closely with Account Executives to analyze outreach performance and improve overall conversion rates. 8. Actively monitor market trends and industry news to continuously refine and improve messaging and sales strategies.

Designation: Lead Generator Department: Sales & Marketing Location: https://share.google/hfADNxVivFoL1Zyrf Experience Required: 1 - 2 years in Lead Generation or Digital Sales Salary :21,000 to 25,0000 Gross Job Summary / Objective Join our dynamic sales team and acquire clients the digital way! We re looking for a Lead Generator who is passionate about using AI tools, digital marketing platforms, and social media to identify, attract, and engage potential clients. Your role will focus on building a strong pipeline of qualified leads through creative outreach strategies and online engagement. Key Responsibilities Research, track, and maintain a database of qualified leads. Identify potential prospects through LinkedIn, email, and social media channels. Execute AI-powered lead generation and email marketing campaigns. Develop and manage automated funnels and outreach systems to drive client acquisition. Conduct online research and market surveys to discover new opportunities. Assist in preparing sales proposals and digital presentations. Collaborate with the marketing team to improve visibility across platforms. Maintain accurate records of leads, contacts, and interactions in CRM tools. Continuously learn about company services and industry trends to improve conversion rates. Skills & Tools Required Proficiency in using LinkedIn Sales Navigator, email automation tools, and CRM systems. Knowledge of AI tools for content creation, video making, and funnel building. Strong written and verbal communication skills. Creative mindset for designing engaging outreach campaigns. Ability to analyze data and optimize lead generation strategies. Why Join Us Be part of a forward-thinking digital team that leverages technology to scale growth. Get hands-on experience with cutting-edge AI and marketing tools. Opportunity to contribute directly to business expansion and client acquisition.

Insurance Sales Executive (General Insurance) Job Description Company : BTW Financial Services & IMF Pvt Ltd 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 Salary : 24,000-25,000 /- Gross Per Month Probation Period : 06 Months Monday to Saturday -10 AM to 07 PM Position: Insurance Sales Executive Key Duties and Responsibilities A. Business Development & Client Acquisition Identify and prospect potential corporate clients across target industries, including Large Corporates, MSMEs, and sector-specific businesses. Identify engagement opportunities with companies in various industrial sectors to convert business across multiple insurance lines Property, Project, Liability, Group Health (GMC), Group Personal Accident (GPA), Marine, Engineering, and other commercial insurance products. Build and manage a strong sales funnel to achieve revenue growth, business targets, and overall profitability. Generate leads through networking, referrals, cold calls, digital outreach, and participation in business events or industry forums. Design and implement effective marketing and sales strategies to promote insurance products and expand market presence. B. Sales Strategy & Presentation Develop and implement sales strategies to achieve assigned business goals and increase market penetration. Conduct detailed insurance presentations, product demonstrations, and proposal pitches to clients, highlighting coverage benefits, competitive advantages, and value propositions. Customize insurance solutions as per the clients risk profile, business requirements, and industry needs. Support clients in selecting appropriate insurance products aligned with regulatory and commercial requirements. Convert inquiries into sales through effective communication, negotiation, and consultative selling. C. Client Relationship Management Maintain strong, long-term relationships with existing clients to ensure renewals, retention, and cross-selling opportunities. Conduct regular client engagement meetings, renewal discussions, and policy servicing follow-ups. Provide professional advice regarding policy features, terms, benefits, and coverage options. Assist clients with claims processes and provide end-to-end after-sales support for a smooth service experience. Act as a trusted advisor by offering insights on risk management and coverage enhancements. D. Policy Processing & Administration Process new policy applications accurately and within the defined timeline. Prepare, review, and negotiate policy renewals to achieve maximum client retention. Maintain complete and confidential records of proposals, quotations, policy documents, and client communications. Ensure compliance with all company procedures and IRDAI regulations in policy documentation and client servicing. Submit timely reports on sales activities, renewals, and performance metrics to management. E. Market Research & Intelligence Stay updated on market trends, emerging risks, and competitor activities within the corporate insurance segment. Analyze business opportunities across new industries, geographies, and client segments for potential acquisition. Share market intelligence, client feedback, and competitive insights with management to refine sales strategies and product offerings. F. Training, Professional Development & Teamwork Participate in product and sales training programs to enhance knowledge of insurance products, selling techniques, and regulatory requirements. Collaborate effectively with colleagues to achieve team goals and contribute to a positive, performance-driven work environment. Demonstrate professionalism, punctuality, integrity, and adherence to company policies and ethical sales practices. Take ownership of individual performance metrics and consistently strive for improvement based on feedback and results. G. Compliance & Reporting Ensure all sales and administrative activities adhere to company policies, IRDAI regulations, and compliance standards. Maintain accurate documentation of sales activities, client interactions, and policy data. Prepare and submit MIS reports, forecasts, and periodic performance reviews to senior management. Recommend corrective actions and strategy improvements to meet business targets and enhance productivity. Skills and Competencies Excellent communication, presentation, and negotiation skills. Proven ability to prospect, engage, and close high-value corporate clients. Strong relationship management and networking abilities. Analytical and strategic mindset with the ability to identify and pursue new business opportunities. Goal-oriented and self-motivated with a focus on achieving sales and profitability targets. Proficiency in MS Office, CRM systems, and sales reporting tools. Qualifications Bachelors degree (or higher) in Business, Marketing, Finance, or a related field. Proven track record of meeting or exceeding sales targets in a competitive environment.

Designation : Email Marketing Executive Company : WGBL India Pvt Ltd Interview & Work 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 Salary : 22,000-23,000 /- Gross Per Month Probation Period : 06 Months Monday to Saturday -10 AM to 07 PM Core Duties and Responsibilities 1. Strategy and Planning Develop Strategy and Calendar: Collaborate with the wider marketing team to define the overall email strategy, aligning it with key business objectives (e.g., lead generation, customer retention). Create and manage the email marketing calendar for all campaigns, including newsletters, promotions, and automated sequences. Audience Segmentation: Define, build, and maintain target audience segments based on demographics, purchase history, behavior, and preferences to ensure messaging is relevant and highly targeted. Goal Setting: Set measurable Key Performance Indicators (KPIs) such as open rate, click-through rate (CTR), conversion rate, and Return on Investment (ROI) for all campaigns. 2. Content Creation and Design Copywriting: Write clear, persuasive, and error-free copy for subject lines, preheader text, email body content, and compelling Calls-to-Action (CTAs) to maximize opens and clicks. Email Design and Templates: Create or manage the design of visually appealing, mobile-responsive email templates using an Email Service Provider (ESP) or basic HTML/CSS. Brand Consistency: Ensure all email creatives and messaging are consistent with the company's brand guidelines, style, and tone of voice. 3. Campaign Execution and Automation Platform Management: Build, configure, and deploy email campaigns using an Email Service Provider (ESP) such as Mailchimp, HubSpot, or Klaviyo. A/B Testing: Design and execute split tests on critical elements (e.g., subject lines, send times, content blocks, CTAs) and use the results to optimize future sends. Marketing Automation: Set up and manage automated email workflows, or drip campaigns, for the customer lifecycle, including: Welcome and onboarding series for new subscribers. Abandoned cart and browse abandonment reminders. Post-purchase follow-ups and re-engagement campaigns. List Hygiene: Maintain the health and accuracy of the subscriber database by regularly cleaning lists, processing opt-outs, and managing bounces. 4. Analysis, Reporting, and Optimization Track Key Metrics: Monitor real-time and post-campaign performance across all key metrics: Deliverability: Bounce rate, spam complaint rate, and sender reputation. Engagement: Open Rate (target: 20-25%), Click-Through Rate (target: 2-5%), and Click-to-Open Rate (CTO). Conversion: Conversion Rate (target: 1-3%) and revenue attribution. Performance Reporting: Generate detailed reports and present data-driven insights and actionable recommendations to stakeholders on campaign ROI and subscriber behavior. Optimization: Continuously refine the email strategy based on analytical findings and test results to improve engagement and conversion rates. 5. Compliance and Deliverability Legal Compliance: Ensure all campaigns strictly adhere to international email marketing regulations, including the GDPR (General Data Protection Regulation) and the CAN-SPAM Act, particularly concerning obtaining consent and providing clear opt-out options. Deliverability Management: Monitor technical elements like SPF, DKIM, and DMARC to maintain a high sender reputation and ensure emails land in the inbox, not the spam folder. Key Skills and Qualifications Skill Category Examples Technical Skills Proficiency in Email Service Providers (e.g., HubSpot, Klaviyo), basic HTML/CSS for email customization, Google Analytics, and CRM systems (e.g., Salesforce). Soft Skills Foundational Knowledge Excellent written communication and copywriting, strong attention to detail, analytical thinking, creativity, and project management abilities. Understanding of A/B testing, audience segmentation, customer lifecycle marketing, and regulatory compliance.

Designation: B2B Travel Insurance Outreach Executive Company : BTW Financial Services & IMF Pvt Ltd 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 Gross Salary: 21,000 to 25,000 Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday Probation Period: 6 months Role summary: Lead nationwide B2B outreach to corporate HR/Admin decision-makers, travel agencies, and overseas education consultancies to generate and convert leads for travel insurance (corporate business travel and student travel). Build partnerships, drive pipeline growth, and execute multi-channel prospecting strategies across India. Key responsibilities: Corporate HR/Admin Outreach Identify and contact HR/Admin (or the owner of travel formalities) in companies across India. Present travel insurance solutions for employee business travel. Nurture and convert corporate leads into active accounts. Pan-India Prospecting Systematically reach companies nationwide, mapping decision-makers for travel formalities. Maintain a segmented target list by industry, size, and travel volume. Lead Generation for Corporate Business Travel Generate leads for employee business travel insurance by engaging HR/Admin/Finance stakeholders. Build and manage a qualified pipeline; track stages from outreach to closure in a CRM. Multi-channel Outreach Execution Use LinkedIn (including Sales Navigator), verified databases, email, and cold calls to initiate contact. Run structured cadences, follow-ups Own Strategy Development Design lead-gen strategies, messaging, and offers to improve conversion. B2B Travel Agent Partnerships Contact travel agents across India to create B2B channels for travel insurance sales. Negotiate referral/commission structures; onboard and enable agents. Overseas Consultancy Tie-ups (Student Travel) Reach overseas education consultancies; establish partnerships for student travel insurance. Create simple onboarding, SOPs, and co-branded materials to streamline issuance. Collaboration & Compliance Coordinate with internal Sales/Operations for pricing, proposals, and policy issuance. Ensure all engagements comply with insurance regulations and company policies. Required skills and experience: 1-2 years in B2B sales/partnerships, preferably in insurance, travel, or HR solutions. Strong prospecting skills via LinkedIn, email, phone; adept at building decision-maker lists. Proven ability to sell to HR/Admin/Procurement and to channel partners (agents/consultancies). Excellent communication and negotiation skills; English required, Hindi/regional languages a plus. KPIs: Qualified corporate leads generated per month Conversion rates from outreach to meeting, proposal, and closure. Number of new travel agent and overseas consultancy partnerships onboarded. Monthly policy count and premium from corporate and channel partners. Outreach efficiency: response rates, follow-up

Job Profile - Back Office(Visa Executive) Roles & Responsibilties:- Visa Assistance- Visa application processing- Embassy liaison- Visa regulations knowledge- Documentation management- Customer support

Roles & Responsibilties: Develop and Implement Digital Marketing Strategies: Create and executecomprehensive digital marketing plans to drive brand awareness, engagement,and lead generation. Content Creation: Develop high-quality and engaging content for digitalchannels, including blog posts, articles, newsletters, social media posts, andvideos. SEO/SEM: Optimize website content and structure for search engines (SEO) andmanage paid search campaigns (SEM) to improve visibility and drive traffic. Email Marketing: Design and implement email marketing campaigns, includingnewsletters, promotional offers, and automated email sequences. Analytics and Reporting: Monitor, analyze, and report on the performance ofdigital marketing campaigns using tools like Google Analytics, and makedata-driven recommendations for improvement.Skills: Proficiency in digital marketing tools and platforms (e.g., Google Analytics,Google Ads, SEO tools, social media management tools). Strong understanding of current digital marketing trends and best practices. Excellent written and verbal communication skills. Creative thinking and problem-solving abilities. Ability to analyze data and draw actionable insights. Strong project management skills and attention to detail.

Internship Title: Sales & Marketing InternLocation: Lower Parel, WestMode: Full-time InternshipDuration: 3 to 6 MonthsJoining: ImmediateJob Description:We are seeking a proactive Marketing Specialist to drive client engagement and sales in the insurance and mutual funds sectors. This role requires strong communication skills, fieldwork, and a commitment to building lasting client relationships.Key Responsibilities:1. Identify cross-selling opportunities to enhance financial security and maximize sales.2. Attend regular training sessions to improve product knowledge and sales techniques.3. Conduct client visits to present insurance and mutual fund products, addressing needs.4. Actively engage with clients to explain product benefits and guide informed decisions.5. Develop strategies for client acquisition through networking, referrals, and community events.6. Build and maintain strong client relationships to ensure satisfaction and loyalty.7. Stay updated on industry trends, competitor offerings, and customer preferences.8. Collaborate with sales and marketing teams to align client acquisition strategies.Key Skills & Requirements:Strong communication and interpersonal skills.Ability to work independently and as part of a team.Goal-oriented with a focus on achieving sales targets.Previous experience in sales or marketing is preferred.Any graduate or related field is a plus.Note: We can hire a candidate based on his/her performance & the needs of the company. Contact Details: Call: 9004693987 & Whatsapp: 9321675143Email: hrd@btwimf.com / hr@btwimf.com

Job Title: Sales & Marketing Specialist (Insurance & Mutual Funds)Location: Lower Parel, WestMode: Full-time/InternshipJoining: ImmediateJob Description:We are seeking a proactive Marketing Specialist to drive client engagement and sales in the insurance and mutual funds sectors. This role requires strong communication skills, fieldwork, and a commitment to building lasting client relationships.Key Responsibilities:Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential.Attend regular training sessions to enhance product knowledge and improve sales techniques.Conduct regular visits to potential and existing clients to present our insurance and mutual fund products and address their needs.Actively engage with clients, explain product benefits, and persuade them to make informed decisions about their financial options.Identify opportunities to cross-sell insurance products to clients, enhancing their financial security and maximizing sales potential.Develop strategies to attract new clients through networking, referrals, and community events.Build and maintain strong relationships with clients, ensuring ongoing satisfaction and loyalty.Stay updated on industry trends, competitor offerings, and customer preferences to refine marketing strategies.Work closely with sales and marketing teams to align strategies and ensure a unified approach to client acquisition.Key Skills & Requirements:Strong communication and interpersonal skills.Ability to work independently and as part of a team.Goal-oriented with a focus on achieving sales targets.Previous experience in sales or marketing is preferred.Any graduate or related field is a plus.Note: We can hire a candidate based on his/her performance & the needs of the company. Contact Details: Call: 9004693987 & Whatsapp: 9321675143Email: hrd@btwimf.com / hr@btwimf.com

Client consultation and coordination on calls and emailsTo identify potential clients through various channels such as networking, referrals, and cold calling.To develop and maintain strong relationships with clients by understanding their insurance needs and providing tailored solutions.To negotiate with the clients and close the deals to achieve the set goalsStay updated on industry trends, market conditions and market competitionManage leads, track sales activities, and generate reports for management review.Participate in regular sales meetings, training sessions, and performance reviews to continuously improve sales techniques and product knowledge.