Financial Services Sales Executive

Job Summary

Core Responsibilities
1. Sales and Client Acquisition: Find and acquire new clients (people and companies) using
cold calls, networking, and referrals. Achieve daily and monthly sales targets for mutual
funds and insurance.
2. Product Expertise: Clearly explain the features, benefits, risks, and coverage of Mutual
Funds, Fire Insurance, and Marine Insurance.
3. Client Relationship Management: Build and maintain strong, long-term relationships with
all clients. Act as their main point of contact for service and support.
4. Transaction Support (Mutual Funds): Advise clients and process requests like purchases,
redemptions, switches (SIP, STP, SWP), and other account changes accurately and quickly.
5. Insurance Sales & Coordination: Explain specific policy details (coverage, limits) for Fire
and Marine Insurance. Work with underwriters and claims teams to provide quotes and help
process claims.
6. Query and Issue Resolution: Handle all client queries, including mailbox/email requests, for
both financial and non-financial transactions promptly and accurately.

7. Compliance and Documentation: Ensure all sales, advice, and transactions follow
SEBI/IRDAI rules and internal compliance guidelines. Maintain accurate records and client
profiles (CRM).

Role Specific Skills

Active Listening

Administration and Management

Category Flexibility

Communications and Media

Critical Thinking

Customer and Personal Service

Deductive Reasoning

Education and Training

English Language

Inductive Reasoning

Information Ordering

Law and Government

Mathematical Reasoning

Mathematics

Near Vision

Negotiation

Oral Comprehension

Oral Expression

Persuasion

Problem Sensitivity

Reading Comprehension

Sales and Marketing

Service Orientation

Social Perceptiveness

Speaking

Speech Clarity

Speech Recognition

Time Management

Transportation

Writing

Written Comprehension

Written Expression

Basic Qualifications

Bachelor of Commerce (B.Com) - Others

Preferred Qualifications

Essential Skills
1. Communication & Sales: Strong ability to start conversations, present ideas clearly,
negotiate, and close deals.
2. Customer Service: Provide proactive, high-quality support to keep clients satisfied.
3. Networking: Skill in building a strong contact base for new leads and referrals.
4. Organization: Ability to manage sales pipelines, prioritize tasks, and meet deadlines.
5. Knowledge: Stay current on product details, market trends, and industry rules for both
financial services and insurance.

About Company

BTW Visa Services (India) Pvt Ltd a pioneer core visa company established in 2011, with its first office in Pune and now expanded in Mumbai and Ahmedabad as a travel agency with core visa specialization. Founded as a pioneer and dedicated visa agency in Pune, over the years grown and recognised as best visa agency in pune for all the travel services. Now we are one of the best visa assistance service providers in in India. Successfully operational in visa services, by rightly consulting a traveller in terms of visa facilitation/documentation. The tedious process to apply for a visas is been rightly assisted and facilitated, driven by a team of visa experts. https://www.btwgroup.co/careers