BTW Financial Services and IMF Pvt Ltd jobs - Sales Executive

Sales Executive

BTW Financial Services and IMF Pvt Ltd
experience Fresher
salary 15,000 - 20,000 Per Month
qualification
Read More...
Job is expired
Posted: 1 Year ago
Views:
Applications:
Openings: 1

Job Description

1. Meet customers to sell all financial products.

2. Build relationships with clients and communities.

3. Provide solutions for short- and long-term financial goals.

4. Influence customers to buy FD who have no prior Deposit relationship.

5. Ensure proper customer profiling on each call / customer visit, to identify and

understand his/her needs and accordingly recommend investment and Insurance

options.

6. Obtain appropriate documents / information from the client and ensure the forms

are duly completed before logging the sale.

7. The necessary details to the customers for the proper services.

8. Determine clients’ financial needs and areas of improvement.

9.  Sell trusts, investments and check processing services.

10. Determine future growth and help clients achieve financial security.

11. Determine clients financial needs and areas of improvement.

12. Determine security risks.

13. Develop prospects from current commercial customers, referral leads, and sales and trade meetings.

14. Ensure sale is completed through / in line with the defined sales process.

15. Ensure maximum joint calls with each executive mapped.

16. Sell trusts, investments and check processing services and determine future growth.


Job Particulars

Role 
Who can apply Freshers
Hiring Process Walk - In, Face to Face Interview, Written-test, Group Discussion, Telephonic Interview
Employment Type Full Time
Job Id 1342397
Job Category MBA , Diploma
State Maharashtra
Country India

About Company

BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is an Insurance Marketing Firm (IMF) that offers a variety of insurance-related services and financial product marketing. They specialize in providing a wide range of solutions to their clients' needs.2. BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is a leading Insurance Marketing Firm (IMF) that provides a variety of insurance-related services as well as financial product marketing. Our expert team specializes in developing innovative solutions to meet the specific needs of our clients.3. As an IMF, we collaborate with a number of insurance companies to provide our clients with the best coverage options on the market. Life insurance, health insurance, disability insurance, and retirement planning are among the services we provide.4. BTW FINANCIAL SERVICES & IMF PRIVATE LIMITED is dedicated to providing exceptional customer service and personalized attention to all of our clients. We recognize that everyone's financial situation is unique, which is why we collaborate closely with our clients to develop customized solutions that meet their specific requirements.5. BTW FINANCIAL SERVICES and IMF PRIVATE LIMITED can assist you whether you are an individual looking for personal insurance coverage or a business owner looking to protect your assets. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives. What do we do :1. Marketing of other financial products through FSE by respective financial regulator:2. Mutual funds (SEBI);3. Pension products (PFRDA);4. Other financial products distributed by SEBI licensed Investment Advisors;5. Banking/ financial products / NBFC;6. Non-insurance products offered by Department of Posts, GoI;7. Any other product permitted by IRDAI
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