Company Description Poridhi Solution Hub is a comprehensive solutions provider specializing in finance management services for individuals and businesses. The organization focuses on simplifying complex financial decisions through clear guidance on budgeting, financial planning, and investment management. Its offerings include life, general, and health insurance, mutual funds, postal and banking products, and loan solutions.

Poridhi Solution

Hub is committed to delivering tailored financial solutions with professionalism and integrity. The team supports clients with personalized assistance and innovative approaches to help them achieve long-term financial growth and success.

Role Description The Sales Associate role at Poridhi Solution Hub is a full-time, on-site position based in Kolkata.

The Sales

Associate will engage with prospective and existing clients to understand their financial needs and recommend suitable products such as insurance, mutual funds, and banking solutions. Daily tasks include conducting client meetings, explaining product features and advantages, preparing proposals, and following up on leads to close sales. The role also involves maintaining accurate records of client interactions, collaborating with internal teams to ensure smooth service delivery,



and participating in promotional activities or events.

The Sales

Associate is expected to build strong, trust-based relationships and consistently meet or exceed sales targets while upholding high ethical and professional standards.

Qualifications

- Solid sales and negotiation skills, with the ability to convert leads into long-term client relationships.
- Knowledge of financial products such as insurance, mutual funds, and banking services, or a willingness to learn quickly.
- Effective communication and interpersonal skills, including active listening and clear, client-focused presentation abilities.
- Basic analytical and numeracy skills to understand financial plans, product comparisons, and client portfolios.
- Customer service orientation, with a focus on integrity, professionalism, and responsiveness to client needs.
- Ability to work on-site in Kolkata, manage time efficiently, and handle multiple client engagements simultaneously.
- Proficiency with common digital tools (e.g., email, spreadsheets, CRM or sales tracking software) is beneficial.
- Prior experience in sales or financial services is an advantage; a bachelor’s degree in business, finance, or a related field is preferred but not mandatory.

📌 Sales Associate (Kolkata)
🏢 Poridhi Solution Hub
📍 Kolkata