BFSI Fresher Jobs in Pune

Key ResponsibilitiesPortfolio Management: Manage a dedicated portfolio of existing clients, ensuring their needs are met and identifying opportunities for growth.Strategic Advisory: Act as a consultant to the client, recommending products or services (financial, real estate, or corporate) that align with their specific objectives.Revenue Generation: Meet monthly or quarterly targets through upselling, cross-selling, and client retention.Conflict Resolution: Serve as the primary point of contact for any issues, ensuring swift and professional resolution to maintain client trust.Networking: Actively seek new high-net-worth (HNW) or corporate leads through referrals and professional networking.Market Intelligence: Stay updated on market trends and competitor offerings to provide proactive advice to clients.Required Skills & QualificationsInterpersonal Skills: Exceptional ability to build rapport and communicate with high-level executives or HNW individuals.Financial Literacy: Strong understanding of market dynamics, investment products, or industry-specific commercial terms.Negotiation & Persuasion: Ability to handle complex negotiations and close deals while maintaining a client-first approach.Organization: Highly organized with the ability to manage multiple client accounts simultaneously without compromising quality.Experience: Typically requires 3-5 years of experience in sales, banking, real estate, or client servicing.

Sales profileSales of financial products

Bancassurance:1)Handling Walkin customers of Bank Branch.2)Meet with customers on appointment basis.3)Making good relations with RM's for lead conversion.4)Selling suitable investment products of the company.

We are looking for a Junior Sales Officer for one our NBFC client who can drive sales through corporate DSA Channels and take ownership and deliver results.Responsible for onboarding of new DSA / Corporate DSA.Preparing sales related reports including daily call reports, weekly reports, sales projection report, monthly sales plan etc.To create a ground network of DSA's and Connectors that will bring in PL business to the company.To maintain constant engagement and relationship with all partners to ensure longevity of business.To liaise internally with credit and operations teams for ensuring disbursals of files logged in with the company.To execute dynamic contests and competitions with all partners to maintain the relationship.Will be reporting to the RSM on a daily basis.Owning and hitting/exceeding Monthly sales targets.Performance based incentives included.This is an on-field job and not work from home.Experience & Skills Required: 1year of work experience selling personal loan in Banking & Non Banking Companies.Must have present or past relevant experience of unsecured or secured loans working with a bank or NBFC or with a DSA that serves banks or NBFC.Must be okay with an on-field job of visiting partners daily and maintaining constant engagement with them.Must be having a network of partners with him or should be willing to make a network of on-ground partners and DSA's to ensure inflow of business.Should have relevant and updated knowledge about PL (product, policy, structure etc.)Team player should be able to work under pressure.Good networking skills.Good Communication Skills.Field WorkKnowledge of the local territory and language is preferred

Should have minimum 6 mths of exp in any sales SHould be ready to work on fieldshould be having a bike and licenseGraduate mandateFreshers are welcome