Financial Service Sales Associate

Job Title: Finance Sales Executive

About Us

We are a financial services company offering Investment Advisory, Accounting & Taxation Services, and Loan Solutions to individuals, professionals, and businesses.

Key Responsibilities

• Generate leads and identify potential clients through market research, networking, referrals, and cold calling.

• Promote and sell Investment, Accounting & Taxation, and Loan products/services.

• Understand client financial requirements and recommend suitable solutions.

• Schedule and conduct client meetings, presentations, and follow-ups.

• Build and maintain strong relationships with new and existing clients.

• Coordinate with internal teams for smooth processing of client requirements.

• Achieve monthly and quarterly sales targets.

• Maintain accurate records of leads, client interactions, and sales activities in CRM.

• Stay updated with market trends, financial products, and industry developments.

• Handle client queries and provide excellent customer service.

Requirements

• Graduate in Commerce, Finance, Business Administration, or any related field.

• 1–3 years of experience in Financial Services Sales, Loan Sales, Investment Products, Insurance, Banking, Accounting, or Taxation Services.

• Strong communication, negotiation, and relationship-building skills.

• Ability to generate leads and convert prospects into clients.

• Basic understanding of financial products, taxation, accounting, and lending processes.

• Self-motivated, target-oriented, and proactive approach.

Preferred Candidates

• Experience in selling Loans, Investment Products, Accounting Services, or Taxation Solutions.

• Existing network of clients, CAs, business owners, or financial professionals will be an added advantage.

• It is a Full Time Field Sales job for candidates with 1 - 2 years of experience.