Job Description:
Sales & Back Office Executive
Location: Deolali Camp, Nashik
About Advani's Finmart
Advani's Finmart is a trusted financial services firm offering Mutual Funds, Motor Insurance, Health Insurance, Life Insurance, and other financial solutions. We are looking for an energetic, organized, and technology-savvy individual to join our growing team.
Key Responsibilities
📈 Sales & Marketing
- Generate new business opportunities through calls, referrals, and social media.
- Follow up with prospective and existing clients.
- Explain insurance and investment products professionally.
- Build and maintain long-term client relationships.
- Support marketing campaigns and promotional activities.
💼 Back Office Operations
- Maintain client records and documentation.
- Process insurance renewals and policy-related paperwork.
- Prepare quotations and send renewal reminders.
- Coordinate with insurance companies and service providers.
- Maintain accurate MIS and reports.
💻 Technology & AI
- Proficient in MS Office (Word, Excel, PowerPoint).
- Comfortable using email, WhatsApp Business, and Google Workspace.
- Ability to use AI tools such as ChatGPT for drafting emails, proposals, social media posts, and office productivity.
- Basic knowledge of Canva and social media platforms will be an added advantage.
Eligibility
- Graduate (Any Stream)
- Good communication skills in English, Hindi, and Marathi
- Basic sales and customer service skills
- Strong computer knowledge
- Quick learner with a positive attitude
- Well-organized and self-disciplined
Mandatory Requirements
- Valid Two-Wheeler Driving Licence
- Four-Wheeler Driving Licence (Preferred)
- Own two-wheeler will be an added advantage
Preferred Skills
- Experience in Insurance, Mutual Funds, Banking, or Financial Services.
- Good presentation and communication skills.
- Ability to work independently and as part of a team.
- Honest, sincere, and customer-focused.