Company Description

Upsurely is a trusted name in providing technology-based financial and insurance services. With more than six years of experience in the Financial Services Sector, we aim to assist clients with dedication and integrity, exceeding their expectations and building enduring relationships. Our focus is on helping clients effectively monitor their portfolios and achieve both short-term and long-term financial goals.

Our single utmost aim is to be the most reliable, prompt, and efficient provider for all insurance and investment needs.

Role Description

This is a full time on-site role for a Sales Executive located in Jaipur.

The Sales

Executive will be responsible for identifying and reaching out to potential clients, assessing their investment and insurance needs, and recommending appropriate solutions. The role involves managing and nurturing client relationships,



maintaining client portfolio records, and assisting clients in achieving their financial goals.

The Sales

Executive will also be involved in tracking market trends and staying updated with financial products and services.

Qualifications

- Excellent communication and interpersonal skills
- Sales skills and experience in driving revenue growth
- Financial market knowledge and understanding of financial products
- Client relationship management and portfolio monitoring
- Strong problem-solving abilities and attention to detail
- Ability to work independently and in a team environment
- Experience in financial services or insurance sectors is a plus
- Bachelor's degree in Finance, Business Administration, or related field

📌 Sales Executive (Jaipur)
🏢 Upsurely
📍 Jaipur