Insurance & Mutual Fund Executive (Noida)

Job Description Insurance & Mutual Fund Executive (Telesales) Position: Insurance & Mutual Fund Executive Telesales Experience: 13 Years Location: Noida Sector 18 Salary: 20,000 25,000 per month Key Responsibilities - Make outbound calls to prospective and existing customers for Insurance and Mutual Fund products. - Understand customer financial requirements and recommend suitable products. - Generate leads, follow up with prospects, and convert leads into sales. - Achieve assigned monthly sales and revenue targets. - Explain product features, benefits, terms, and processes clearly to customers. - Maintain regular follow-ups and update customer/lead information in CRM. - Coordinate with internal teams for documentation, verification, and policy/investment processing. - Ensure proper customer handling and adherence to company and regulatory guidelines. - Maintain daily call, lead, and sales reports. Requirements - Graduate in any discipline. - 13 years of experience in telesales, insurance, mutual funds, banking, BFSI, or financial services. - Valuable communication and convincing skills. - Strong sales orientation and target-driven approach. - Basic knowledge of Insurance and Mutual Fund products. - Comfortable making a high volume of outbound calls. - Good follow-up and customer relationship management skills. - Basic knowledge of MS Excel and CRM software. Preferred - Experience in BFSI/Insurance/Mutual Fund telesales will be preferred. - Candidates with proven sales achievements and strong conversion skills will be given preference. Immediate Joiners Preferred Compensation: 20,000.00 - 25,000.00 per month Benefits: - Provident Fund Work Location: In person .