Company Description Balaji Nivesh Pvt. Ltd. is a growing financial services company focused on helping individuals and businesses make informed investment and savings decisions. The organization aims to provide clear, reliable guidance on a range of financial products, supporting long-term wealth creation and financial security. Team members work in a collaborative environment that values integrity, client service, and continuous learning.

Joining Balaji Nivesh

Pvt. Ltd. offers opportunities to build a career in sales within the financial sector and contribute to the company’s expanding presence in Kolkata.

Role Description The Sales Associate role is a full-time, in office position based in Kolkata.

The Sales

Associate will engage with prospective and existing clients, explain financial products and services, and support them in choosing suitable solutions based on their needs and risk preferences. Daily responsibilities include making outbound calls, conducting in-person meetings, following up on leads, maintaining accurate records of interactions, and meeting individual and team sales targets. The role also involves coordinating with internal teams to ensure smooth onboarding of clients, resolving basic queries, and providing timely updates on product changes and market developments.





The Sales

Associate is expected to adhere to compliance guidelines and contribute to a professional, customer-focused environment.

Qualifications

- Candidates should possess strong communication and interpersonal skills, with the ability to build trust and rapport with diverse clients.
- Candidates should possess basic numerical and analytical skills to understand financial products and explain them clearly to clients.
- Candidates should possess skills in relationship management and customer service, including handling queries, feedback, and follow-ups professionally.
- Candidates should possess organizational and time-management skills to manage leads, appointments, and reporting efficiently.
- Candidates should possess proficiency in common office and CRM software, and be comfortable working with digital tools and documentation.
- Relevant qualifications such as a bachelor’s degree in business, finance, commerce, or a related field are beneficial; prior sales or financial services experience is an advantage.
- Candidates should possess a strong work ethic, willingness to learn, and the ability to work towards clear sales targets in a structured environment.

📌 Sales Associate (Kolkata)
🏢 Balaji Nivesh
📍 Kolkata