Sales Executive/Manager

Biitcode is currently hiring for Sales Executive/Manager for our Client which is into Financial Industry. Plz find position details below.

Position: Sales Executive/Manager

Location: Mulund, Mumbai

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:
• Proven track record in new client acquisition and wallet share development.
• Strong sales and negotiation skills with ability to close high-ticket deals.
• Adequate knowledge of Mutual Funds, Insurance, and Capital Markets.
• Excellent communication, presentation, and networking skills.
• High ethical standards and client-first advisory mindset.

· Technology Proficiency: CRM tools, MS Excel/PowerPoint and AI

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 financial 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.

Interested candidates can WhatsApp their resume on 9370982219.

Thanks & regards

V Divya Bhagat

Biitcode

Job Type: Full-time

Pay: ₹20,000.00 - ₹30,000.00 per month

Experience:

• Insurance, Mutual Funds and other financial products sales: 1 year (Required)

Work Location: In person