Sales Executive – Insurance & Mutual Funds

Job Description

Job Summary We are looking for a motivated and dynamic Sales Executive to join our financial services team. The candidate will be responsible for promoting and selling insurance policies, mutual funds, and other investment products to individual and corporate clients. The role focuses on client acquisition, financial advisory, and long-term relationship management. Key Responsibilities Identify and approach potential clients for insurance and mutual fund products Understand clients’ financial goals and recommend suitable investment and insurance solutions Conduct financial planning and portfolio review discussions Build and maintain strong, long-term client relationships Achieve monthly/quarterly sales targets Stay updated with market trends, financial products, and regulatory guidelines Required Skills Strong communication and convincing skills Basic understanding of insurance and investment products Sales-driven and target-oriented mindset Good interpersonal and relationship-building abilities Ability to work independently and as part of a team Job Details Job Type: Full-Time Industry: Financial Services / Insurance / Investment Functional Area: Sales & Business Development Location: Delhi (Defence Colony) Contact Details HR Department PTIC Corporate Services Pvt. Ltd. Email: hr@pticindia.com Mobile: 9266608996 Address: C-347, Basement, Defence Colony, New Delhi – 110024 Interview Information Interested candidates are requested to confirm their availability for an interview so that a suitable time slot can be arranged.