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Homeโ€บCompaniesโ€บShree Mutual Fund Servicesโ€บSales Advisor - Life Insurance & Wealth Management (India)
SM

Sales Advisor - Life Insurance & Wealth Management (India)

๐Ÿ“LOCATIONAll India
๐Ÿ“ˆEXPERIENCE0 to 4 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED9 Aug 2026

01Overview

Roles and Responsibilities - Generate new business opportunities through effective cold calling, networking, and relationship building. - Identify and approach potential customers to expand the client base. - Schedule appointments independently and conduct in-person client meetings. - Build and maintain strong client relationships to ensure customer satisfaction and long-term business growth. - Achieve assigned monthly and quarterly sales targets. - Conduct client meetings, product demonstrations, and sales presentations. - Understand customer requirements and recommend suitable products or solutions. - Follow up with prospects and existing clients to maximize sales opportunities. - Handle customer queries, concerns, and complaints in a timely and skilled manner. - Coordinate with internal teams to ensure seamless customer service and post-sales support. - Maintain accurate customer records, sales activities, and reports in the CRM/database. - Track sales progress and provide regular updates to management. - Develop and implement strategies to increase market reach and customer acquisition. - Ensure high levels of professionalism while representing the company during client interactions. - Stay updated on market trends, competitor activities, and industry developments to identify new business opportunities. Compensation: 350,948.59 - 1,073,008.99 per year Benefits: - Health insurance - Provident Fund Work Location: In person .

02What you'll need

Experience
0 to 4 Yrs
Employment Type
Full time
Programming languages
Cold CallingNetworkingRelationship BuildingClient Relationship ManagementCustomer ServiceMarket ResearchCRMCommunication SkillsSales TargetsProduct Demonstrations

03About SHREE MUTUAL FUND SERVICES

BFSIIndustry
Full timeEmployment Type
All IndiaLocation
Not Disclosed ยท salary hidden by employer
0 to 4 Yrs ยท All India
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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