Job Description of Sales Manager Position

307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat - 395007

JOB RESPONSIBILITIES

Identify and acquire new clients through networking, referrals, and client meetings.

Develop and maintain robust relationships with clients, understanding their financial needs, goals, and risk tolerance.

Schedule and conduct regular client meetings to review their financial plans, investment portfolios

Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.

Responsible to generate business and meet the monthly, quarterly, annual Business Criteria

Ensure all client interactions and transactions comply with regulatory requirements and company policies.

Required qualifications, capabilities, and skills

Bachelor’s degree is required

Minimum 2-5 years of experience in finance field

Ability to analyze clients' financial situations, assess risk tolerance, and provide tailored financial advice and solutions.

Strong verbal and written communication skills

Passion for helping clients achieve their financial goals

📌 Walk-in || Business Development Executive (Surat)
🏢 Aastha Fintech
📍 Surat