Financial Services Sales Executive
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BTW VISA SERVICES
BTW Visa Services (India) Pvt Ltd a pioneer core visa company established in 2011, with its first office in Pune and now expanded in Mumbai and Ahmedabad as a travel agency with core visa specialization. Founded as a pioneer and dedicated visa agency in Pune, over the years grown and recognised as best visa agency in pune for all the travel services. Now we are one of the best visa assistance service providers in in India. Successfully operational in visa services, by rightly consulting a traveller in terms of visa facilitation/documentation. The tedious process to apply for a visas is been rightly assisted and facilitated, driven by a team of visa experts. Apply Online https://www.btwgroup.co/careers
About the Job
Overview
Job description: 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. Job Types: Full-time, Permanent, Fresher Benefits: Health insurance Provident Fund Work Location: In person
Experience Required:
Skills Required
Sales, CRM Software (e.g., Lead Generation Tools, Client Relationship Management (CRM),
No Qualification Required
Education Required * :
Salary :
Minimum Salary : Rs. 21000/Per Month
Maximum Salary : Rs. 25000/Per Month
Job Locaiton :
Job Type
Full Time
Industry
Sales & Marketing
Posted by
Company : BTW VISA SERVICES
Posted on
2 days ago
Post Available
25
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