Qualification: Graduate in Commerce, Finance, Business Administration or relevant field
Salary: ₹18,000 – ₹22,000 per month
Employment Type: Full time
Job Overview
We are looking for a motivated and target-oriented Finance Sales Associate to promote financial products, generate leads, assist customers with suitable financial solutions, and achieve sales targets. The candidate should have positive communication, customer-handling, and sales skills.
Key Responsibilities
Promote financial products such as loans, credit cards, insurance, or other financial services.
Generate leads through calls, referrals, and customer interactions.
Understand customer financial requirements and recommend suitable products.
Explain product features, eligibility criteria,
and terms to customers.
Follow up with prospective customers and convert leads into sales.
Assist customers with application forms and documentation.
Coordinate with internal teams for application processing.
Maintain customer databases and sales records.
Achieve daily, weekly, and monthly sales targets.
Build and maintain positive customer relationships.
Required Skills
Sales & Business Development
Financial Product Knowledge
Lead Generation & Follow-up
Customer Relationship Management
Communication & Convincing Skills
Basic Computer Knowledge
Documentation & Record Keeping
Target Achievement