Company Description BOI Shareholding Ltd. is a financial services company headquartered on Ambalal Doshi Marg in Mumbai, Maharashtra, India. The organization focuses on providing reliable and professional financial solutions to a diverse client base. It operates in a regulated environment where accuracy, trust, and compliance are central to its services.

Team members benefit from exposure to the broader financial sector and opportunities to build long-term client relationships. The company values integrity, customer focus, and consistent service quality.

Role Description This full-time, on-site Relationship Executive / Sales Executive role is based in Surat. The position involves developing and maintaining relationships with existing and potential clients, understanding their financial needs, and offering appropriate company products and services.

Responsibilities include meeting sales and business development targets, conducting client meetings, follow-ups, and presentations, and supporting clients through onboarding and post-sales service. The role also requires maintaining accurate records of interactions and sales activities, coordinating with internal teams to resolve client queries, and staying informed about financial products, market trends, and company policies.



The executive is expected to adhere to compliance standards, represent the company professionally, and contribute to a positive customer experience.

Qualifications

- Strong client relationship management and customer service skills, with the ability to build trust and maintain long-term partnerships.
- Sales and business development capabilities, including prospecting, closing deals, and meeting defined targets in a financial services environment.
- Effective communication and interpersonal skills, with proficiency in clear verbal and written communication and professional presentation.
- Basic understanding of financial products and markets, with the ability to learn company offerings and explain them to clients in simple terms.
- Good organizational and time management skills, including accurate documentation, follow-up discipline, and attention to detail.
- Ability to work in office in Surat, collaborate with cross-functional teams, and adapt to a fast-paced, target-driven environment.
- Relevant education such as a diploma or bachelor’s degree in business, finance, commerce, or a related field; prior experience in sales or financial services is an advantage.

📌 Relationship Executive / Sales Executive (Surat)
🏢 BOI Shareholding
📍 Surat