Telecalling Executive

Job Profile: Sales Executive – Insurance and Mutual Fund Sales

Overview

A Sales Executive in the Insurance and Mutual Fund industry is responsible for promoting and selling financial products to clients while building long-term relationships based on trust and sound financial advice. The role requires strong interpersonal skills, financial product knowledge, and a customer-first approach to achieve sales targets and enhance client satisfaction.

Key Responsibilities

• Identify and generate new business leads for insurance and mutual fund products.

• Understand clients’ financial goals and recommend suitable product options.

• Conduct presentations and meetings to explain policy features, benefits, and returns.

• Manage and maintain client portfolios through regular follow-ups and service support.

• Assist clients in completing documentation and KYC formalities.

• Cross-sell and up-sell various financial products to maximize customer value.

• Stay updated on market trends, regulatory changes, and competitor offerings.

• Achieve monthly and annual sales targets as set by the organization.

• Provide post-sales service and resolve client queries or grievances promptly.

Required Skills and Competencies

• Strong communication and negotiation skills.

• Ability to build and sustain client relationships.

• In-depth knowledge of insurance and mutual fund products.

• Goal-oriented and self-motivated with a proven sales record.

• Basic understanding of financial planning and wealth management.

• Familiarity with CRM and financial sales software tools.

Education and Experience

• Bachelor's degree in any field

• Bachelor’s degree in Finance, Business Administration, Marketing, or related field. BA

• 2–6 years of experience in financial services or related sales roles.

Career Path

Successful candidates can progress to roles such as Senior Sales Executive, Relationship Manager, Financial Advisor, or Branch Sales Manager, depending on performance and experience.

• It is a Full Time Sales / Business Development job for candidates with 2 - 6 years of experience.

More about this Telecalling Executive job

1. What is the eligibility criteria to apply for this Telecalling Executive job?
   Ans: The candidate should be Graduate and above and above with 2 - 6 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹20000 per month that depends on your interview. It's a Full Time job in Delhi.
3. How many working days are there for this Telecalling Executive job?
   Ans: This Telecalling Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Telecalling Executive job?
   Ans: No, there is no fee applicable for applying this Telecalling Executive job and during the employment with the company, i.e., Medinetix Polyclinic And Diagnostic Centre.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Telecalling Executive role?
   Ans: There is an immediate opening of 4 Telecalling Executive at Medinetix Polyclinic And Diagnostic Centre
7. Who can apply for this job?
   Ans: Only Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Telecalling Executive job?
   Ans: This Telecalling Executive job has 10:00 AM - 07:30 AM timing.