Financial Sales Associate

Key Responsibilities

• Contact prospective clients through calls, follow-ups, and other communication channels.
• Understand clients' financial goals and recommend suitable advisory services.
• Explain the company's financial products and advisory plans in a professional manner.
• Generate and qualify leads from various sources.
• Build and maintain strong relationships with clients.
• Follow up with interested prospects and convert them into customers.
• Achieve monthly sales and revenue targets.
• Maintain accurate records of client interactions in the CRM system.
• Coordinate with internal teams to ensure smooth client onboarding.
• Stay updated on financial market trends and company offerings.

Required Skills

• Excellent verbal and written communication skills.
• Strong sales and negotiation abilities.
• Ability to build rapport and maintain client relationships.
• Basic understanding of financial markets and investment products (preferred).
• Good presentation and convincing skills.
• Self-motivated, target-oriented, and eager to learn.
• Proficiency in MS Office and CRM software.

Eligibility

• Bachelor's degree in Business, Commerce, Finance, Marketing, or a related field.
• 06 months –1 years of experience in Sales, Business Development, Financial Services