Insurance & Mutual Fund Executive

20,000 - 23,000 /month

Dialmytrip Tech Private Limited

Sector 18 Noida, Noida

1 - 3 years Experience in Sales / Business Development

1 Opening

Full Time

Skills Required

Lead Generation

Wiring

Job Highlights

Graduate and above

All genders

10:30 AM - 07:00 PM | 6 days working

Job Benefits: PF

Job Description

Job Description – Insurance & Mutual Fund Executive

Position: Insurance & Mutual Fund Executive
Experience: 1–3 Years
Location: Noida Sector 18
Salary: ₹20,000 – ₹23,000 per month + Incentives

Key Responsibilities

Make outbound calls to prospective and existing customers for Insurance and Mutual Fund products.
Understand customer financial requirements and recommend suitable products.
Generate leads, follow up with prospects, and convert leads into sales.
Achieve assigned monthly sales and revenue targets.
Explain product features, benefits, terms, and processes clearly to customers.
Maintain regular follow-ups and update customer/lead information in CRM.
Coordinate with internal teams for documentation, verification, and policy/investment processing.
Ensure proper customer handling and adherence to company and regulatory guidelines.
Maintain daily call, lead, and sales reports.

Requirements

Graduate in any discipline.
1–3 years of experience in telesales, insurance, mutual funds, banking, BFSI, or financial services.
Good communication and convincing skills.
Strong sales orientation and target-driven approach.
Basic knowledge of Insurance and Mutual Fund products.
Comfortable making a high volume of outbound calls.
Good follow-up and customer relationship management skills.
Basic knowledge of MS Excel and CRM software.

Preferred

Experience in BFSI/Insurance/Mutual Fund telesales will be preferred.
Candidates with proven sales achievements and strong conversion skills will be given preference.

Immediate Joiners Preferred

Other Details

It is a Full Time Sales / Business Development job for candidates with 1 - 3 years of experience.

More about this Insurance & Mutual Fund Executive job

Who is eligible to apply for this Insurance & Mutual Fund Executive job at Dialmytrip Tech Private Limited?
Ans : Candidates should have a Graduate and above qualification and skills like Lead Generation, Wiring for this Insurance & Mutual Fund Executive job offered by Dialmytrip Tech Private Limited.
How much can you earn in this position?
Ans : You can earn between ₹20,000-₹23,000 per month in this Insurance & Mutual Fund Executive position.
What are the working days and timings for this job?
Ans : This Insurance & Mutual Fund Executive job has 6 days working days and timings from 10:30 AM - 07:00 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Sector 18 Noida, Noida.
How many openings are available for this position?
Ans : There is 1 opening available for this position.
Is this job open for all genders?
Ans : Yes, this Insurance & Mutual Fund Executive job is open for both male and female candidates.
What work will you do in this role?
Ans : As a Insurance & Mutual Fund Executive, you will work on skills like Lead Generation, Wiring.
Where is this job located?
Ans : This Insurance & Mutual Fund Executive job is located in Sector 18 Noida, Noida.
What kind of candidate is ideal for this job?
Ans : A candidate with skills like Lead Generation, Wiring along with 1-3 years of experience is ideal for this Insurance & Mutual Fund Executive job.
Why should you apply for this Insurance & Mutual Fund Executive job?
Ans : This Insurance & Mutual Fund Executive job offers a salary between ₹20,000-₹23,000 per month. This is a Full Time opportunity and has 1 openings available.