Company Description SD FINANCIAL SERVICES is a growing financial services organization focused on delivering tailored solutions to individuals and businesses. The company offers a range of products such as investment planning, insurance, and wealth management to help clients achieve their financial goals. SD FINANCIAL SERVICES emphasizes ethical practices, personalized advisory, and long-term client relationships. Team members collaborate closely to provide high-quality service and support in a energetic, fast-paced workplace.
Role Description The Sales and Marketing Specialist will be responsible for driving business growth by promoting financial products and services, identifying recent client prospects, and nurturing existing client relationships. This full-time, on-site role based in Mumbai involves conducting client meetings, explaining product features and benefits, preparing proposals, and following up to close sales opportunities. The specialist will support marketing initiatives by contributing to campaigns, participating in promotional events,
and maintaining accurate records of leads and conversions. Daily activities also include coordinating with internal teams, providing post-sale support, and ensuring a positive customer experience aligned with company standards.
Qualifications
• Candidates should possess strong Communication and Customer Service skills to engage clients effectively and handle inquiries professionally.
• Candidates should possess Sales and Sales Management skills to generate leads, convert opportunities, and manage a sales pipeline.
• Candidates should possess Training skills to guide clients on product usage and support internal knowledge-sharing initiatives.
• Relevant experience in financial services, banking, or insurance is beneficial.
• Proficiency in basic office software and CRM tools is preferred.
• Ability to work in office in Mumbai, manage multiple tasks, and meet targets consistently.
• Graduate degree in Business, Finance, Ma