Shubbaan Investments Pvt Ltd.

Khadki, Pune

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: Bachelors 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.How to Apply: You can drop your CV to shubbaaninvestments@gmail.com or contact me on 8799986045.