Job Description

Job Title:

Financial Services Associate

Job Summary:

We are looking for a dynamic and customer-focused individual to drive sales of financial products by meeting new and existing clients, understanding their financial needs, and offering suitable solutions.

Key Responsibilities:

Achieve sales targets for financial products like fixed deposits, insurance, and investments Meet walk-in customers and follow up on referrals to generate leads Understand customer needs and recommend appropriate financial products Ensure complete documentation and follow the defined sales process Maintain relationships with customers for repeat business and servicing Coordinate with internal teams for smooth post-sales service Stay updated on product features and market trends Ensure compliance with company policies and industry regulations

Requirements:

Graduate or MBA with at least 1 year of sales or financial services experience Good communication and interpersonal skills Customer-first attitude and willingness to learn
Job Type: Full-time

Pay: ?18,000.00 - ?24,000.00 per month

Benefits:

Health insurance Provident Fund
Schedule:

Day shift
Supplemental Pay:

Performance bonus
Application Question(s):

Do you have experience in BFSI sales?
Work Location: In person