Job Description
Company Overview
Sodhani Academy of Fintech Enablers Ltd. (SAFE) is a BSE Listed Company engaged in financial literacy, investor education, wealth management support, and fintech-enabled financial services. The organization is committed to empowering individuals through financial awareness, investment education, and professional financial training programs across India.
Website: https://www.safefintech.in/home
Position Summary
We are looking for a dedicated, customer-focused, and result-oriented Mutual Fund & Insurance Executive to support activities related to investment products, mutual funds, insurance, customer relationship management, and financial awareness. The selected candidate will be responsible for understanding customer requirements, explaining suitable financial products, generating and managing leads, assisting with documentation and onboarding, and building long-term customer relationships.
Key Responsibilities
- Understand customer financial requirements and assist them in identifying suitable Mutual Fund and Insurance products.
- Explain mutual fund concepts such as SIP, Lump Sum Investment, Equity Funds, Debt Funds, Hybrid Funds, ELSS, and Systematic Investment Plans.
- Explain various insurance products including Life Insurance, Health Insurance, Term Insurance, and General Insurance.
- Generate leads through calls, referrals, institutional networks, campaigns, and other business development activities.
- Conduct regular follow-ups with prospective and existing customers.
- Assist customers with mutual fund and insurance applications, documentation, KYC, and onboarding processes.
- Coordinate with AMC, insurance companies, distributors, and other financial partners for timely processing of applications and services.
- Maintain accurate records of customer details, leads, applications, investments, renewals, and follow-ups.
- Support customers with basic queries related to mutual fund investments, SIPs, policy renewals, premiums, and policy documentation.
- Assist in customer retention and relationship management through regular communication and service support.
- Identify opportunities for cross-selling and up-selling relevant financial products based on customer requirements and applicable guidelines.
- Conduct financial awareness sessions, workshops, seminars, and customer education programs related to mutual funds and insurance.
- Prepare presentations, reports, MIS, sales reports, and customer-related documentation.
- Track investment and insurance-related leads, conversions, pending applications, renewals, and follow-up activities.
- Stay updated with mutual fund products, insurance products, industry developments, market trends, and regulatory changes.
- Ensure proper documentation and adherence to applicable compliance and process requirements.
- Coordinate with internal teams and external financial partners to resolve customer queries and service issues.
- Maintain professional and ethical communication while dealing with customers and financial products.
Required Skills & Qualifications
- Bachelor's or Master's Degree in Finance, Commerce, Business Administration, Economics, Banking, or a related discipline.
- Strong understanding of Mutual Funds, SIPs, Insurance, Investment Products, and Financial Services.
- Knowledge of equity, debt, hybrid mutual funds, insurance policies, premiums, renewals, and basic financial planning.
- NISM, IRDAI, AMFI, or other relevant certifications will be an added advantage.
- Strong communication, presentation, and customer relationship management skills.
- Ability to explain financial products and investment concepts in a simple and customer-friendly manner.
- Good sales, negotiation, lead-generation, and follow-up skills.
- Strong interpersonal and networking abilities.
- Proficiency in Microsoft Excel, PowerPoint, CRM systems, and digital tools.
- Strong analytical, organizational, and problem-solving skills.
- Ability to work towards business and customer service targets.
- Strong interest in the Mutual Fund, Insurance, Wealth Management, and Financial Services industry.
Experience
1–3 Years of Experience in Mutual Funds, Insurance, Wealth Management, BFSI, Financial Services, Relationship Management, Sales, or a related field.
Freshers with a strong academic background in Finance/Commerce, relevant certifications, good communication skills, and a genuine interest in Mutual Funds and Insurance are also encouraged to apply.
Salary Range
- Freshers: ₹14,000 – ₹20,000 per month, depending on skills, qualifications, and interview performance.
- Experienced Candidates (1–3 Years): ₹22,000 – ₹26,000 per month, depending on relevant experience, skills, and overall suitability for the role.
Work Location
In Person – Jaipur
Employment Type: Full-Time
Pay: ₹15,000.00 - ₹20,000.00 per month
Work Location: In person
