Investment Sales Executive Mutual Funds & Insurance

We are hiring an Investment Sales Executive Mutual Funds & Insurance to acquire new clients and promote a range of financial products including Mutual Funds, SIPs, Insurance, PMS, Bonds, IPOs, and NFOs. The role is focused on sales, client acquisition, and relationship management with clear performance targets. This position is ideal for candidates who are ambitious, result-oriented, and looking to build a long-term career in the BFSI and wealth management industry. Key Responsibilities Acquire new clients through cold calling, referrals, meetings, and follow-upsPromote and sell Mutual Funds, SIPs, Insurance, and other investment productsExplain product features, benefits, risks, and market trends to clientsBuild and maintain strong relationships with existing and prospective clientsCross-sell and up-sell financial products to maximize revenueAssist clients with investment applications, KYC, and documentationProvide after-sales support and ensure high levels of client satisfactionParticipate in branch promotions, seminars, and marketing activitiesMaintain accurate records and update transactions in back-office systemsPrepare daily sales reports and meet individual and branch targetsEnsure compliance with company policies and regulatory guidelinesEligibility / Requirements Bachelors degree from a recognized university12 years of experience in BFSI / Financial SalesMandatory certifications:Financial Advisory ModuleSecurities Operations and Risk ManagementMutual Fund Distribution certification preferredBasic understanding of Mutual Funds, SIPs, Insurance, Equity MarketsStrong communication, negotiation, and interpersonal skillsTarget-driven mindset with willingness to work in a sales environmentBasic computer knowledge and familiarity with CRM / back-office systemsSkills Required Client Acquisition & Relationship ManagementFinancial Product SalesCold Calling & Lead ConversionMarket AwarenessCustomer Service & Follow-upsReporting & DocumentationCompliance & Ethical Sales PracticesReporting To Branch Head Jackson J /Jeena |/ Jovviya 9544316657 /9188939806 / 9188939805 SkillActz Team HR Trinity Skillworks Pvt. Ltd. Job Type: Full-time Compensation: 21,000.00 - 50,000.00 per month Benefits: Health insuranceLife insuranceApplication Question(s): Are you comfortable working in a target-based sales role Are you willing to do client acquisition through cold calling, referrals, and meetings Have you worked in a sales or business development role earlier Are you willing to achieve monthly sales targets What is your total experience in BFSI / Financial Sales Fresher 01 year 12 years 2+ years Have you previously sold Mutual Funds, SIPs, or Insurance products Yes No Do you have experience in relationship management or customer handling Yes No Have you worked in a bank, NBFC, broking, or financial services company Yes No Do you have experience handling retail clients Yes No Do you have basic knowledge of Mutual Funds and SIPs Yes Basic No Are you familiar with Insurance products (Life / Health / General) Yes Basic No Are you aware of market trends, NFOs, IPOs, and investment options Yes No Do you hold any NISM certifications (Select all that apply) Financial Advisory Module Mutual Fund Distribution Securities Operations & Risk Management None Are you willing to complete required certifications if selected Yes No Are you comfortable working from the branch office and attending client meetings Work Location: In person