Sale executive

Job Summary – Sales Executive (Insurance & Investment) Responsible for driving sales of insurance and investment products while managing daily operations and client servicing. The role includes lead generation, client advisory, policy processing, and ensuring compliance with regulatory guidelines. Key Responsibilities Promote and sell insurance & investment products Build client relationships and provide financial guidance Handle policy issuance, transactions, and documentation Ensure compliance with IRDA & SEBI regulations Prepare reports and track performance Requirements Bachelor’s degree (Commerce/Business preferred) Good communication & sales skills Basic knowledge of financial products, GST & Income Tax MS Office & CRM proficiency