Unclaimed Shares Recovery | Broker & Direct Customer Acquisition

Position: Field Sales Officer
Department: Sales & Business Development
Industry: Financial Services / Investment & Asset Recovery
Location: GUJARAT, MAHARASTRA, DELHI

Experience: 14 years in field sales, financial services, broking, insurance, wealth management, or related sectors
Employment Type: Full time

About the Role

We are looking for a Field Sales Officer to drive customer acquisition and business development for our Unclaimed Shares Recovery services.

The candidate will be responsible for developing relationships with stock brokers, sub-brokers, financial advisors, CAs, wealth managers and other referral partners, while also directly approaching customers who may have unclaimed shares, dividends, physical share certificates, or shares transferred to IEPF.

Key Responsibilities
Broker & Channel Partner Development
Identify and approach stock brokers, sub-brokers, wealth managers, CAs and financial advisors.
Develop and maintain robust relationships with broker/channel partner networks.




Explain the company's Unclaimed Shares Recovery services and partnership model.
Generate regular referrals and leads through channel partners.
Conduct meetings, presentations and awareness sessions for partners.
Follow up with partners to convert leads into successful cases.
Direct Customer Acquisition
Identify potential customers who may have unclaimed shares, dividends, physical share certificates or IEPF-related claims.
Meet customers personally and understand their requirements.
Explain the recovery process, documentation and service offerings clearly.
Generate leads through field visits, references, local networking and targeted campaigns.
Convert qualified prospects into customers.
Sales & Lead Management
Achieve monthly and quarterly sales/revenue targets.
Maintain a healthy sales pipeline.
Regularly follow up with prospects and referral partners.
Update lead a

📌 B Sales Officer Gandhinagar
🏢 Finassure Global Solutions
📍 Gandhinagar