Company Description SHREEVA ADVISORY is a professional financial services company that helps individuals, families, professionals, and businesses access appropriate financial solutions. The company offers a wide range of services, including personal loans, business loans, home loans, loans against property, investments, and credit cards. With over 10 years of experience in the financial industry, SHREEVA ADVISORY emphasizes transparent guidance, personalized solutions, and long-term client relationships.

The organization’s vision is to make financial solutions more accessible, understandable, and trustworthy. SHREEVA ADVISORY is based in Pune, Maharashtra, India.

Role Description The Sales Executive is a full-time, on-site role based in the Pune Division, responsible for promoting and selling the company’s financial products and services. Day-to-day responsibilities include identifying and prospecting potential clients, explaining suitable loan and investment options, and guiding clients through the application and documentation processes. The role involves maintaining regular contact with existing customers, building long-term relationships, and ensuring a high level of customer satisfaction.

The Sales

Executive will collaborate with internal teams to ensure timely processing of applications, meet sales targets,



and provide feedback on market trends and customer needs. The position requires proactive outreach, including meetings, calls, and follow-ups within the local market.

Qualifications

- Strong sales and business development skills, including lead generation, client acquisition, and relationship management.
- Knowledge of financial products such as personal loans, business loans, home loans, loans against property, investments, and credit cards.
- Effective communication and interpersonal skills, with the ability to explain complex financial information in a transparent, understandable manner.
- Basic analytical and numerical skills to assess client needs, evaluate eligibility, and interpret financial data and documentation.
- Ability to work on-site in the Pune Division, manage time effectively, and meet individual and team sales targets.
- Previous experience in financial services, banking, or loan sales is preferred but not mandatory.
- Minimum educational background of a high school diploma; a bachelor’s degree in business, finance, or a related field is an advantage.
- Proficiency with standard office software and digital tools used for customer management and sales reporting.

📌 Sales Executive (Pune)
🏢 SHREEVA ADVISORY
📍 Pune