Company Description SYNERGY TECHNO-ECO CONSULTANCY PRIVATE LIMITED is a financial services company headquartered in Nashik, Maharashtra, India. SYNERGY TECHNO-ECO CONSULTANCY focuses on providing financial solutions tailored to the needs of individuals and businesses. The organization values professional conduct, client-centric service, and sustainable growth in the financial services sector.

Team members work in a collaborative environment with opportunities to learn and grow within the industry.

Role Description The Sales Assistant is a full-time, on-site role based in Nashik. This position supports the sales team with daily activities, including preparing proposals and quotations, maintaining client records, and following up with prospective and existing clients. The role involves handling inbound inquiries, scheduling meetings, coordinating with internal departments, and assisting with documentation and reporting.

The Sales

Assistant will help track sales activities, update CRM or internal systems, and contribute to meeting sales targets through accurate and timely support. The role also includes basic administrative tasks such as preparing presentations, organizing files,



and supporting customer service when needed.

Qualifications

- Candidates should possess strong communication and interpersonal skills, with the ability to engage professionally with clients and colleagues.
- Candidates should possess basic sales and customer service skills, including lead follow-up, relationship building, and handling client queries.
- Candidates should possess organizational and administrative skills, such as documentation, data entry, and record management.
- Candidates should possess proficiency in MS Office or similar productivity tools, and the ability to learn CRM or other sales-related software.
- Candidates should possess valuable numerical and analytical abilities to understand financial products and prepare accurate quotations.
- Relevant experience in sales support, financial services, or a related field is beneficial.
- A diploma or bachelor’s degree in business, commerce, finance, or a related discipline is preferred but not mandatory.
- Ability to work on-site in Nashik, manage multiple tasks, and maintain a high level of professionalism and ethical conduct.

📌 Sales Assistant (Nashik)
🏢 SYNERGY TECHNO-ECO CONSULTANCY PRIVATE
📍 Nashik