ఫైనాన్షియల్ సర్వీస్ సేల్స్ అసోసియేట్

Financial Executive – Sales

Company: AMOLAKSHAYA TRADE AND CREDIT PVT LTD

Location: Chatribari, Guwahati, Assam

Job Type: Full-Time | Permanent

Experience: Experience in sales/financial services preferred

Education: Graduate in Commerce or Science – Required

About Us

Established in 2001, AMOLAKSHAYA TRADE AND CREDIT PVT LTD has successfully completed 25 years of trusted service in the financial services industry.

We provide comprehensive financial solutions across investments, stock markets, mutual funds, insurance and wealth management, with a strong focus on professional service and long-term client relationships.

Our Services

- Mutual Funds

- Stock Broking – Equity, F&O, Commodity & Currency

- Demat & Trading Accounts

- IPO Investments

- Life Insurance

- Health Insurance

- Financial Planning & Wealth Management

Job Overview

We are looking for a dynamic, target-oriented and customer-focused Financial Services Executive to join our sales team.

The primary responsibility of this role will be to generate business and acquire clients for Mutual Funds, Stock Market/Demat & Trading Accounts, Insurance, IPOs and other financial products.

Leads will be provided by the company. The candidate will be responsible for contacting leads, understanding client requirements, explaining suitable products, conducting regular follow-ups and converting prospects into clients.

Candidates with prior experience in financial services sales will be preferred. However, candidates with the right attitude, communication skills and sales aptitude can also be considered.

Key Responsibilities

- Contact and follow up with company-provided leads through telecalling and other communication channels.

- Generate sales of Mutual Funds, Stock Market/Demat & Trading Accounts, Insurance and IPOs.

- Understand clients' financial requirements and explain suitable financial products.

- Convert provided leads into new clients and generate business.

- Conduct regular follow-ups with prospective and existing clients.

- Build and maintain strong client relationships.

- Achieve assigned monthly and annual sales targets.

- Cross-sell and upsell financial products to existing clients.

- Arrange and conduct client meetings whenever required.

- Assist clients with account opening, documentation and transaction-related processes.

- Coordinate with internal teams, AMCs, insurance companies and other service providers.

- Maintain accurate client and sales records using CRM, MS Excel and other computer applications.

- Provide timely after-sales support and maintain long-term client relationships.

- Follow applicable regulatory guidelines and company policies while conducting sales activities.

Required Skills

- Good communication and interpersonal skills.

- Strong sales and convincing ability.

- Excellent follow-up skills.

- Target-oriented and proactive approach.

- Good computer skills are mandatory.

- Working knowledge of MS Excel, MS Word, Email and basic computer applications.

- Ability to maintain customer and sales records digitally.

- Basic understanding or interest in Mutual Funds, Stock Market and Insurance.

- Willingness to learn financial products and develop industry knowledge.

- NISM certification will be an added advantage.

Eligibility

- Graduate in Commerce or Science – Mandatory.

- Prior experience in sales, banking, mutual funds, stock broking, insurance or financial services will be preferred.

- Experience is preferred but not mandatory.

- Candidates must have a strong interest in sales and financial products.

- Good communication and computer skills are required.

Compensation & Benefits

- Starting Salary: ₹12,000 per month – Negotiable based on experience and suitability

- Performance-Based Sales Incentives

- Company-Provided Leads

- Diwali Bonus

- Annual Performance Increment

- Professional Training & Career Growth

- Exposure to Mutual Funds, Stock Market & Insurance

- Friendly and Professional Work Environment

- Holidays as per Stock Market Holiday Calendar

Ideal Candidate

We are looking for someone who is:

Sales-Oriented • Target-Driven • Good Communicator • Computer-Savvy • Proactive • Good at Follow-Ups

Candidates who are interested in building a long-term career in financial product sales are encouraged to apply.

Work Location

Chatribari, Guwahati, Assam

Work from Office

How to Apply

Interested candidates may send their updated resume to:

hr.amolakshaya@outlook.com

Subject: Application for Financial Services Executive

Join AMOLAKSHAYA TRADE AND CREDIT PVT LTD and build a rewarding career in financial services while helping clients achieve their financial goals.

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 1 - 6+ years Experience.