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Sales Executive – Mutual Funds & Insurance

Mumbai

LocationMumbai
Employment TypeFull-time
CategorySales
Posted Date10/8/2026

Job Description

Key Responsibilities Generate new client leads through calling, networking, references and other channels Explain Mutual Funds, SIPs and Insurance products to prospective clients Understand client requirements and assist with suitable solutions Follow up with prospects and convert leads into clients Build and maintain strong client relationships Achieve monthly sales and business targets Maintain proper follow-up and sales records What We're Looking For Good communication and interpersonal skills Sales-oriented and confident personality Willingness to make calls and meet prospective clients Ability to build relationships and generate referrals Experience in Mutual Funds, Insurance, Banking, Financial Products or B2C Sales will be an advantage

Required Skills & Qualifications

Sales

About Sshivaybulls Financial Services

Sshivaybulls Financial Services is a growing financial services business focused on helping clients with Mutual Funds, SIPs, Insurance and goal-based financial planning. We are now expanding our sales team and looking for an energetic and ambitious Sales Manager/Team Leader who wants to grow with an early-stage, growing business.

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