Sales And Marketing Specialist

Job Title: Sales & Marketing Executive – Financial Services

Location: [kolkata]

Experience Required: Minimum 3 Years

Key Responsibilities

• Acquire new clients through proactive sales and marketing efforts
• Promote and sell financial products including:
• Mutual Funds
• PMS (Portfolio Management Services)
• Insurance (Life & General)
• Equity & Trading Accounts

• Financial Planning Services
• Build and maintain strong client relationships to ensure long-term engagement
• Conduct client meetings, presentations, and investment discussions
• Understand client financial goals and recommend suitable investment strategies
• Achieve monthly and quarterly sales targets
• Coordinate with internal teams for seamless onboarding and servicing
• Stay updated with market trends, financial products, and regulatory changes

Required Skills & Qualifications

• Minimum 3 years of experience in sales/marketing within financial services
• Strong knowledge of Mutual Funds, Equity, Insurance, and Financial Planning
• Excellent communication and interpersonal skills
• Proven track record of achieving sales targets
• Ability to build and maintain client relationships

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Get Hired
• Self-motivated, target-driven, and result-oriented
• Basic understanding of financial markets and investment products

Preferred Qualifications

• Certifications such as NISM, IRDA, or AMFI (preferred but not mandatory)
• Existing client base or network will be an added advantage

What We Offer

• Competitive salary with performance-based incentives
• Opportunity to grow within a dynamic financial services firm
• Exposure to a wide range of financial products
• Supportive and growth-oriented work environment