Sector-29, Noida (Near Botanical Garden Metro Station)
Experience:
Minimum of 2 Year in Sales
Job Type:
Permanent / Full-Time
About Us:
Sarathi Financial & Management Services has been a trusted name in financial advisory for over
28 years
. We are registered with AMFI and provide a comprehensive range of services including Mutual Funds, Insurance, and Wealth Management. We are looking for an honest, dedicated, and long-term team member to join our growth story.
Key Responsibilities:
Product Sales:
Actively promote and sell financial products including
Mutual Funds & SIPs
,
Life & General Insurance
(Health, Motor, Travel), and
Company Fixed Deposits
.
Client Acquisition:
Identify new clients and generate leads for
Loans
,
Stocks/Share Trading
Relationship Management:
Build and maintain long-term relationships with clients based on trust and ethical advice.
Cross-Selling:
Introduce existing clients to additional services like
HDFC Account Opening
,
PMS & AIF
, and
Capital Gain Bonds
.
Market Presence:
Contribute to the company's visibility in the local Noida market.
Field Work:
Commute to various locations to meet clients face-to-face, explain product benefits, and close deals.
Candidate Requirements:
Experience:
At least
2 year of proven experience
in relevent feild.
Knowledge:
Basic understanding of financial instruments like SIPs, Insurance policies, and Tax planning.
Personality:
We value
honesty and integrity
above all. We are looking for a trustworthy individual who wants a stable, long-term career.
Commute:
Preference for candidates living in or near Noida. Our office is conveniently located at
Ganga Shopping Complex, Sector-29
, near the Botanical Garden Metro Station.
How to Apply:
Interested candidates can share their CV or contact us directly:
Email:
biswajit@sarathifinancial.com
Phone:
(+91) 9213247772
Job Types: Full-time, Permanent
Pay: ₹12,000.00 - ₹20,000.00 per month
Ability to commute/relocate:
Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
Do you Have a 2 Wheeler ?
Work Location: In person
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