Key Skills: Graduate in any discipline. • 0-3 years of experience in Sales / Banking / Insurance / Mutual Funds / Stock Broking / Financial Services preferred. • Freshers with excellent communication and sales aptitude can apply. • Good communication & interpersonal skills. • Confident in meeting clients personally. • Presentable and professional personality. • Basic understanding of financial products. • Gujarati + Hindi communication required; basic English preferred. • Willingness to travel locally for client meetings. • Strong follow-up and relationship-building skills. • Target-oriented and self-motivated.
JOB DESCRIPTION
- Meet existing & prospective clients. • Understand their financial requirements and goals. • Explain suitable financial products in simple language. • Generate business through Insurance, Mutual Funds & Stock Broking. • Build long-term client relationships. • Generate leads through references, networking & existing clients. • Follow up with prospects and convert genuine opportunities. • Cross-sell relevant products to existing clients.
• Achieve monthly & annual business targets. • Provide excellent post-sales service.
KEY REQUIREMENTS & SKILLS
- Graduate in any discipline. • 0-3 years of experience in Sales / Banking / Insurance / Mutual Funds / Stock Broking / Financial Services preferred. • Freshers with excellent communication and sales aptitude can apply. • Good communication & interpersonal skills. • Confident in meeting clients personally. • Presentable and professional personality. • Basic understanding of financial products. • Gujarati + Hindi communication required; basic English preferred. • Willingness to travel locally for client meetings. • Robust follow-up and relationship-building skills. • Target-oriented and self-motivated.