We are looking for a Financial Service Sales Associate to join our team at Poornatha. The role offers ₹20,000 - ₹35,000 and involves managing customer calls, delivering outstanding customer service related to Education. Join us for a great work environment with various opportunities for career growth.
Key Responsibilities:
Research and Sense-Making
Dig into markets, models, and trends relevant to active work
Turn findings into sharp briefs and structured one-pagers that are actually useful
Help build the thinking behind decisions, not just gather information
Review Preparation
Consolidate inputs from across different teams ahead of business and project reviews
Optimize and prioritize reviews in cross team functional execution
Surface what matters- not just data, but the opinions/ perspectives it helps build
Own the action tracker; close loops without being reminded
Maintain a dashboard tracking time spent across functions to drive optimization
Founder Enablement
Stay ahead of what’s coming and prepare before it becomes urgent
Ensure right things get the attention at the right time by connecting dots
Free up the founder’s headspace by managing the operational dimension
Stakeholder Management
Track and maintain relationships across a growing network of partners, institutions, and contacts
Drive follow-ups independently — nothing goes cold, no commitment is forgotten
Be the person stakeholders know will always get back to them
Leadership Communication
Prepare discussion-specific pre-reads and agendas that make meetings effective
Turn conversations into crisp summaries and actionable next steps
See through/ respond emails, messages, and briefs on behalf of the founder — clear, well-judged, and ready to send
Job Requirements:
The minimum qualification for this role is Graduate and 1 - 3 years of experience. The role involves resolving customer complaints, providing right information and escalating complex problems to the relevant department when needed. Candidates must be open to a 6 days working week during the Day shift.