Sales & Telesales - Executive/Manager

Job Title: Sales Executive/Manager – Insurance & Mutual Funds

Location: Mulund ,Mumbai

Position Type: Full-Time

Job Summary

We are seeking a dynamic and motivated Sales Executive to drive sales of Mutual Funds, PMS, AIF, Life & General Insurance, and other wealth products. The ideal candidate will focus on client conversion, upselling, cross-selling, referral generation, and new client acquisition through proactive outreach. This role demands a consultative approach, product knowledge across insurance and mutual funds, and a passion for financial wellness.

Key Responsibilities

Revenue Generation

• Revenue Generation: Achieve and exceed revenue targets.

• Product Mix Achievement: Successfully sell a diverse range of products, meeting specific product mix goals.

• Upsell Performance: Identify and capitalize on opportunities to upsell to existing clients.

• New Business Acquisition: Actively acquire new clients and business.

• New Knowledge Acquired: Stay current on industry trends, products, and regulations by continuously acquiring new knowledge.

Client Relationship Management

• Client Engagement: Maintain a high level of engagement with clients.

• Relationship Depth: Build and deepen client relationships to foster loyalty and trust.

• Meeting Documentation: Accurately document all client interactions and meetings.

• Client Retention: Implement strategies to retain clients and minimize churn.

Lead Generation

• Lead Generation: Proactively generate new leads through various channels.

• Reference Generation: Encourage and secure client referrals.

• Lead Conversion: Effectively convert leads into paying clients.

• Proposal Effectiveness (Lost Leads): Analyze and learn from lost proposals to improve future success rates.

Product Performance

• Mutual Funds: Drive sales and performance of mutual fund products.

• Life Insurance: Promote and sell life insurance policies.

• General Insurance: Achieve targets for general insurance products.

• Other Products: Be proficient in selling and promoting other relevant products as required.

Activity Tracking

• Prospecting Calls: Conduct a specified number of prospecting calls daily.

• Client Meetings: Hold regular meetings with clients to review portfolios and discuss needs.

• Proposals Sent: Track the number of proposals sent and their outcomes.

• New Client Addition: Monitor the rate of new client acquisition.

• Follow-ups Completed: Ensure all client and prospect follow-ups are completed in a timely manner.

• Client Profiling Done: Accurately profile clients to better understand their financial needs and goals.

• No. of Campaign Run: Participate in and track the effectiveness of marketing campaigns.

• Feedback Taken: Solicit and document feedback from clients to improve service.

• Workshops for Clients: Organize and conduct workshops for clients to enhance their f inancial knowledge.

• Mass Marketing Events: Participate in and represent the company at mass marketing events.

• Digital & Social Media Drives: Actively engage in digital and social media marketing initiatives.

• Location-Based Initiatives (Field Work): Conduct fieldwork and local initiatives to generate leads.

• Educational Series: Develop or participate in educational series for clients or prospects.

• File Making: Ensure all client files are accurate and up-to-date.

• Portfolio Review: Regularly review client portfolios and provide strategic recommendations.

• Self Review: Conduct periodic self-reviews to assess performance and identify areas for improvement.

Requirements

• Education: Graduate / Postgraduate in Finance, Commerce, Economics, or related field.

• Experience: 2–4 years in Insurance, Mutual Funds and other supplementary financial products.

• Certifications: NISM VA (Mutual Funds) required, IRDA (Insurance) is preferred.

• Skills & Competencies:

o Proven track record in new client acquisition and wallet share development.

o Strong sales and negotiation skills with ability to close high-ticket deals.

o Adequate knowledge of Mutual Funds, Insurance, and Capital Markets.

o Excellent communication, presentation, and networking skills.

o High ethical standards and client-first advisory mindset.

• Technology Proficiency:

CRM tools, MS Excel/PowerPoint and AI.