Financial Service Sales Associate

About the Role

The Financial Sales Services Executive plays a key role in driving revenue growth by identifying opportunities, building strong client relationships, and promoting the company’s digital financial solutions. This role requires a blend of financial knowledge, sales acumen, and an understanding of fintech products such as digital payments, lending platforms, wealth-tech tools, or financial management applications.

Key Responsibilities

• Lead Generation & Prospecting

  • Identify and target potential clients (SMEs, corporates, or consumers depending on the product).

  • Conduct outbound sales calls, product demos, and presentations.

• Client Relationship Management

  • Build and maintain long-term relationships with clients.

  • Understand client financial needs and recommend appropriate fintech solutions.

  • Provide onboarding support and ensure smooth adoption of the platform.

• Sales Strategy & Execution

  • Meet or exceed monthly and quarterly sales targets.

  • Develop sales strategies based on market trends and competitive analysis.

  • Track sales pipeline and maintain accurate CRM records.

• Product Expertise

  • Stay updated on fintech product features, updates, and compliance requirements.

  • Translate complex financial and technical information into clear value propositions.

• Customer Support Coordination

  • Act as a liaison between clients and internal teams (product, support, risk).

  • Resolve client issues promptly and ensure high customer satisfaction.

• Market Intelligence

  • Gather customer feedback and share insights to help enhance product offerings.

  • Monitor industry developments and competitor activities.

• It is a Full Time Field Sales job for candidates with 0 - 2 years of experience.

More about this Financial Service Sales Associate job

1. What is the eligibility criteria to apply for this Financial Service Sales Associate job?
   Ans: The candidate should be 12th Pass and above and above with 0 - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹30000 per month + Incentives that depends on your interview. It's a Full Time job in Delhi.
3. How many working days are there for this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job will have 6 working days.
4. Are there any charges applicable while applying or joining this Financial Service Sales Associate job?
   Ans: No, there is no fee applicable for applying this Financial Service Sales Associate job and during the employment with the company, i.e., Anytimeinvest Services Private Limited.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Financial Service Sales Associate role?
   Ans: There is an immediate opening of 2 Financial Service Sales Associate at Anytimeinvest Services Private Limited
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job has 09:30 AM - 06:30 PM timing.