Job Title: Sales Executive – Insurance & Mutual Funds We are seeking a motivated and dynamic individual to join our financial services team. The ideal candidate will be responsible for promoting and selling insurance policies, mutual funds, and investment products to both individual and corporate clients. This role plays a key part in expanding our client base and fostering long-term relationships.
Key Responsibilities:
• Identify and approach potential clients to promote insurance and mutual fund products
• Understand customer financial goals and recommend suitable investment/insurance options
• Conduct financial planning and portfolio review meetings
• Build and maintain strong, long-lasting customer relationships
• Stay updated on product knowledge, market trends, and regulatory requirements
Kindly confirm your availability for the interview so that we may allocate a suitable time slot for you.
Warm regards,
HR Department
PTIC Corporate Services Pvt. Ltd.