Sales Specialist

Company Description

Oasis Financial Services (Formerly : Omkar Consultants) has been a trusted financial advisory firm for over 26 years, serving 1,500+ families and 50 corporates. With partnerships across all leading insurance and mutual fund companies in India, we provide comprehensive solutions in health and term insurance, mutual funds, car insurance, and corporate risk management . We understand that each client has unique financial goals, which is why we craft personalized strategies to protect, grow, and manage wealth effectively. Based in Pune, we are committed to combining expertise with a personal touch to ensure long-term financial success for our clients.

Role Description

This is a full-time, on-site role based in Pune for a Sales Specialist – Insurance & Mutual Funds . The Sales Specialist will be responsible for building and managing strong client relationships, understanding client needs, and providing tailored insurance and investment solutions . The role includes achieving sales targets, engaging with both new and existing clients, and ensuring seamless client onboarding and servicing. The position requires proactive sales management, consistent follow-ups, and the ability to explain financial products in a clear and client-friendly manner.

Responsibilities

• Engage with existing clients to identify additional needs and cross-sell suitable products.
• Generate new leads through referrals, networking, and outreach efforts.
• Achieve monthly and quarterly sales targets across insurance and mutual fund products.
• Present and explain insurance and investment solutions in a clear and approachable way.
• Assist clients with onboarding, documentation, and after-sales service.
• Stay updated with product knowledge, market trends, and regulatory changes.
• Track sales activities, maintain records, and report performance regularly.

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Skills Required

Mutual Funds, Sales Management