Finance Marketing Executive

📌 Job Description: Finance Marketing Executive

🏢 Sk Wealth

📍 C-127, EBD Neptune Metro Magnet Mall, Near Mangatram Petrol Pump, LBS Marg, Bhandup West, Mumbai 400078**

📝 Job Summary:

Sk Wealth is looking for a Finance Marketing Executive who can build strong client relationships, manage investment portfolios, promote financial products, and drive business growth. The ideal candidate should have experience in financial sales, insurance, mutual funds, and client management.

• 🧑‍💼 Position Details:
• Age: 18 - 35 years
• Gender: Both genders allowed
• Education: 12th Pass
• English: Basic English
• Experience: Minimum 2 Years
• Shift: Day (Full Time)
• 🛠 Key Responsibilities:
• 📊 Financial Marketing & Sales:
• 💼 Promote financial schemes, mutual funds, ULIPs, retirement plans & life insurance
• 📈 Upsell relevant financial products to existing and new clients
• 🗂 Identify opportunities to improve sales efficiency and workflow
• 🤝 Client Management:
• 🧾 Manage client portfolios and maintain strong investor relationships
• 👥 Conduct client visits & meetings to explain financial plans
• 📌 Understand client requirements and offer suitable financial solutions
• ⏱ Time & Workflow Management:
• 🕒 Prioritize tasks efficiently in a high-pressure environment
• 🔄 Ensure smooth workflow and continuous improvement
• 🎯 Required Skills:
• 🗣 Good communication skills
• 📈 Upselling & sales ability
• 🧮 Knowledge of financial & insurance products
• 💡 Experience in mutual funds, ULIP & retirement planning
• 🤝 Client handling & account management
• 🚀 Field marketing & finance plan sales
• 📊 Understanding of financial services
• 💰 Salary & Benefits:
• Fixed Salary: ₹20,000 – ₹30,000
• Incentives: ₹99,999+ (High earning potential 💰🔥)
• Benefits:
• 🚖 Travel Allowance (TA)
• 📱 Mobile Allowance
• 💻 Laptop

📞 Contact to Apply (HR) Shruti: 📱 9136603784