01 Sep
|
FINMARG ADVISORY SERVICES
|
Ahmedabad
01 Sep
FINMARG ADVISORY SERVICES
Ahmedabad
Company Description Finmarg Advisory Services Pvt. Ltd. is a financial services firm based in Ahmedabad, dedicated to helping individuals and businesses achieve long-term financial growth and security. Founded in 2025, the company offers customized financial solutions aligned with each client’s goals, including Mutual Funds, SIP Planning, Stock Market Investments, and comprehensive Insurance options. Finmarg also provides strategic guidance on tax-saving investments and wealth management to support informed financial decisions. The firm emphasizes disciplined investing, risk management, and personalized advisory, building long-term relationships grounded in trust, transparency, and consistent performance. Serving clients across India, Finmarg’s mission is to help people grow, protect, and manage their wealth effectively.
Role Description This is a full time, on-site Salesperson role based in Ahmedabad. The Salesperson will identify and engage potential clients, present Finmarg’s financial products and services, and explain solutions such as mutual funds, SIPs, insurance plans,
and tax-saving instruments in clear, accessible terms. Daily activities include prospecting, conducting client meetings, understanding client needs, preparing proposals, and following up to close sales while maintaining accurate records in the CRM or sales tracking system. The role involves coordinating with advisory and operations teams to ensure smooth onboarding and ongoing service, as well as meeting or exceeding sales targets and contributing to local marketing and outreach initiatives. The Salesperson is expected to build strong client relationships, provide ongoing support, and uphold company standards of integrity and transparency.
Qualifications
Candidates should possess strong sales and negotiation skills, including lead generation, consultative selling, and closing abilities.
Candidates should possess effective communication and interpersonal skills, with the ability to explain fina
📌 Salesperson (Ahmedabad)
🏢 FINMARG ADVISORY SERVICES
📍 Ahmedabad