Mutual Funds Sales Job Vacancies in Ghatkopar

Job descriptionFincare Services is a Mumbai-based company that provides investment and insurance services to clients. They offer a wide range of investment services such as mutual funds, company fixed deposits, bonds, debentures, share broking, and portfolio management services. It also provides insurance options, including life insurance, health insurance, fire, theft, burglary, and car insurance. Additionally, they provide Fincare Services also offers individual tax advisory and planning, allowing clients to optimize their taxes with the help of qualified Chartered Accountants.

Job DescriptionAre You An Experienced Motor Insurance Sales Representative Looking For The Opportunity To Start A Successful New Career?We Are Looking For Outgoing And Dedicated Insurance Sales Representative Who Is Interested In A Rewarding Career In Insurance Sales. If You Are A High-Energy Type Of Person, Customer-Focused, And Have A Strong Desire To Succeed In A Sales Driven Environment, You Might Be The Perfect Candidate We Are Looking For!Duties And Responsibilities Research And Source Potential Clients And Build Long-Term Relationships With Them Persuade Prospective Clients To Engage In A Phone Conversation And/Or Meeting To Discuss Insurance Products Advise Clients On The Insurance Policies That Best Suit Their Needs Customize Insurance Programs To Suit Individual Clients Deliver Approved Policies To New Clients And Explain Benefits And Risks Of The Policy Re-Assess The Policy Needs Of Existing Clients After Life-Changing Events Fill-Out And Submit Applications, Issue Quotes, Maintain Client Records And Prepare Reports Keep Abreast Of Industry And Market Trends And Best PracticesRequirements 1+ Years Of Previous Working Experience As An Insurance Agent Excellent Communication And Presentation Skills Resilient Spirit And A Persistent Nature Impeccable Interpersonal Skills And Friendly Attitude Well Organized With Time Great Management Abilities

JOIN MDRT AGENCY With Govt Own Number 1 Insurane Company In IndiaTarget Oriented Sales/Marketing Job In Insurance FieldEarn Up To 1 Lakh Ruppes Per MonthAdditinal Insentives For Next 10 To 15 YearsResponsibilities Of Candidates Include: Doing Cold Calling Identifying Sales Opportunities Closing Business Deals Good Presentations Skills Following Up With Customers Meeting Sales Targets

JOIN MDRT AGENCY With Govt Own Number 1 Insurane Company In IndiaTarget Oriented Sales/Marketing Job In Insurance FieldEarn Up To 1 Lakh Ruppes Per MonthAdditinal Insentives For Next 10 To 15 YearsResponsibilities Of Candidates Include: Doing Cold Calling Identifying Sales Opportunities Closing Business Deals Good Presentations Skills Following Up With Customers Meeting Sales Targets

Acquire and manage individual retail customers for insurance, MF, bonds, and Fixed Income.Source leads through references, field activity, digital channels, and customer outreach.Conduct need-analysis, product presentations, and convert prospects into sales.Recommend suitable products based on customer risk profile and financial goals.Offer comprehensive investment and protection solutions to increase wallet share.Build long-term customer relationships for repeat business.

Responsibilities: To promote all the product line of ICICI Prudential Mutual Fund To up sell ICICI Prudential Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling ICICI Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly callsQualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSIDesired Skill: Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently

Acquiring clients for Online MF channel Cross marketing of other Third party products like FD, Bonds, IPO (Initial public offering) through IFA ( Independent financial advisers) channel Acquiring new channel partners for Mutual Fund sales Achieving revenue targets by segment , MF and Third Party Products Maintaining relations with existing customers, driving business from existing Associates, doing renewal and maturity follow-up

To promote all the product line of companyTo up sell company's products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned in terms of up selling company's Products enhancing and upgrading the Client Net worth relationshipsProfiling customers and provide Investment plan & financial advice to the client/HNI clientsEnsuring the highest levels of service to the client /HNI clientsOne point of contact for the assigned clientTo execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls