Company Description J H Boghra and Co Private Limited is a financial services company offering a broad range of solutions, including loans, taxation, accounting, insurance, and investment services. The organization focuses on helping individuals and businesses manage and grow their finances through tailored advisory and support. Registered under CIN U66190GJ2023PTC145123, the company operates in a regulated environment that emphasizes compliance and ethical practices.

Team members have the opportunity to work across multiple financial domains and support clients in making informed financial decisions.

Role Description The Sales Manager role is a full-time, on-site position based in Surat.

The Sales

Manager will be responsible for identifying and developing new business opportunities across the company’s financial services portfolio, including loans, insurance, and investment products. Day-to-day tasks include managing client relationships, conducting needs assessments, presenting suitable financial solutions, and overseeing the sales cycle from lead generation to closing. The role involves coordinating with internal teams, tracking sales performance, preparing reports, and ensuring adherence to company policies and regulatory requirements.

The Sales





Manager is also expected to mentor and guide sales team members, contribute to sales strategies, and support continuous improvement in customer experience.

Qualifications

- Strong skills in sales planning, lead generation, negotiation, and closing deals within financial services.
- Proficiency in client relationship management, needs analysis, and consultative selling for loans, insurance, and investment products.
- Ability to prepare and interpret basic financial documents and reports, with attention to accuracy and compliance.
- Solid communication, presentation, and interpersonal skills, with the ability to explain financial concepts in clear terms.
- Experience using CRM tools, spreadsheets, and other digital platforms to track prospects, sales activities, and performance metrics.
- Prior experience in financial services sales or business development is highly preferred.
- Bachelor’s degree in Business, Finance, Commerce, or a related field is beneficial.
- Demonstrated ability to work in office in Surat, collaborate with cross-functional teams, and meet targets in a fast-paced environment.

📌 Sales Manager (Surat)
🏢 J H Boghra And Co Private
📍 Surat