Array ( [0] => financial-services-sales [1] => delhi ) Financial Services Sales Jobs in Delhi,Financial Services Sales Job Vacancies in Delhi
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Financial Services Sales Job Vacancies in Delhi

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  • 0 - 6 yrs
  • Nehru Place Delhi
Life Insurance Customer Service Financial Planning Skills Consultative Sales
We are looking for a motivated and dedicated Life Insurance Advisor to join our team in Nehru Place. This part-time position is ideal for individuals with 0 to 6 years of experience who are passionate about helping others secure their financial future. **Key Responsibilities:**- **Client Consultation:** Meet with potential clients to understand their financial needs and objectives, helping them identify appropriate life insurance solutions.- **Policy Recommendation:** Recommend suitable life insurance policies based on clients' requirements, providing them with clear and accurate information to make informed decisions.- **Sales Support:** Assist clients through the application process, providing guidance and support until policies are issued.- **Market Research:** Stay updated on insurance products and market trends to offer the best options to clients and enhance their overall decision-making experience.- **Relationship Management:** Build and maintain strong client relationships through regular follow-ups and personalized service, fostering trust and loyalty.**Required Skills and Expectations:**Candidates should have a strong customer service orientation and excellent communication skills, allowing them to effectively explain complex insurance concepts. A proactive and results-driven attitude is essential to thrive in this role. Basic knowledge of life insurance products is preferred but not mandatory. Candidates should be able to work well both independently and as part of a team and must be comfortable working in an office environment. A positive demeanor and the ability to empathize with clients are crucial for success in this position.
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  • 0 - 6 yrs
  • 7.5 Lac/Yr
  • Delhi
Direct Marketing Corporate Sales Direct Sales Convincing Power Retail Sales Financial Services Sales Cold Calling Negotiation Skills Channel Sales
We are looking for a Sales Consultant to join our team in Delhi. This role is ideal for individuals who are eager to learn and grow in sales. You will be responsible for engaging with customers and helping them find the right products to meet their needs.Key Responsibilities:1. **Customer Interaction**: Communicate with customers to understand their needs and guide them in choosing products. You will assist both walk-in customers and those who reach out through phone or online inquiries.2. **Product Knowledge**: Stay informed about the products and services our company offers. This knowledge will help you provide accurate information and recommend the best options for customers.3. **Sales Targets**: Work towards achieving monthly sales targets. You will be responsible for tracking your sales performance and finding ways to improve your results.4. **Team Collaboration**: Collaborate with your colleagues to share ideas and strategies for improving sales and customer satisfaction.5. **Reporting**: Maintain records of customer interactions and transactions. You will regularly report to your supervisor about sales figures and customer feedback.Required Skills and Expectations:Candidates should have a passion for sales and a willingness to learn. Strong communication skills are essential, and you should be comfortable speaking with customers. Attention to detail and the ability to work in a team are important. A proactive attitude and a desire to meet sales goals will help you succeed in this role. This position is open to male candidates who have completed at least the 10th grade, and you do not need previous experience to apply.
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  • Fresher
  • Pitampura Delhi
Marketing Sales Life Insurance Insurance Marketing Insurance Sales Financial Planning Skills Insurance Customer Service
We are looking Life insurance Advisor at Sbi Life insurance company.
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Opening For Sales Advisor

Shri Durga Trading Company

  • 1 - 1 yrs
  • Shahdara Delhi
Financial Services Sales
Key Responsibilities:1. Assist customers in selecting products: Help customers choose the right products based on their needs and preferences.2. Provide product information: Educate customers about the features, benefits, and specifications of various products.3. Process sales transactions: Handle cash, card, or digital payments accurately and efficiently.4. Maintain a clean and organized store: Ensure the store is well-maintained and products are displayed neatly.5. Meet sales targets: Work towards achieving daily, weekly, and monthly sales targets set by the management.Required Skills and Expectations:1. Excellent communication skills: Ability to effectively communicate with customers and colleagues.2. Sales skills: Proven track record of sales success and the ability to upsell and cross-sell products.3. Customer service orientation: A positive attitude and a focus on providing exceptional customer service.4. Basic math skills: Ability to calculate prices, discounts, and change accurately.5. Punctuality and reliability: Dependable and able to work full-time hours as scheduled.6. Product knowledge: Familiarity with the products being sold and a willingness to learn about new products.
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Hiring For Sales Consultant

PORTFOLIO CONSULTANT

  • 1 - 3 yrs
  • 3.0 Lac/Yr
  • Netaji Subhash Place Delhi
Retail Sales Corporate Sales Customer Support Field Service Coordination Skills Sales Administration Direct Sales Financial Services Sales Negotiation Skills
We are looking for 5 Sales Consultant Posts in Netaji Subhash Place, Delhi with deep knowledge in Retail Sales, Negotiation Skills, Corporate Sales, Customer Support, Field Service, Coordination Skills, Sales Administration, Direct Sales, Financial Services Sales and Required Educational Qualification is : B.A
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  • 0 - 6 yrs
  • Old Rajender Nagar Delhi
Sales Lead Generation Convince Skills Sales Marketing Consultant Insurance Sales Financial Planning Skills Life Insurance General Insurance Customer Service Insurance Marketing Insurance
Company Pnb Met life insurance LttJob Profile life insurance advisor Age No limit bar 25 to 55Work responsibility sales & marketing life insurance policies plan Earning 30k to 60k Monthly Rewards+Annually Bonus+National and International tripsThe role focuses on expanding the client base, meeting revenue targets, and ensuring exceptional customer satisfaction. The position offers 2800 - 60000 and opportunities for career growth. Key Responsibilities: Research and identify new client opportunities in the market. Build strong, professional relationships with clients through regular communication. Promote product and service offerings that align with customer needs. Collaborate with internal teams to ensure seamless delivery of services. Monitor industry trends to adapt strategies and stay competitive. Provide regular feedback and insights to the management team. Thanks & RegardsKaushal Singh
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Life Insurance Insurance Sales Insurance Marketing Insurance Customer Service Financial Planning Skills
Insurance Advisor
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Executive - Client Support

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.
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Jobs by Popular Location

Opening For Sales Consultant Freshers

Mahakal Financial Services

Direct Sales Direct Marketing Corporate Sales Financial Services Sales Convincing Power
We are hiring for sales executive position and your role is sell financial products on field
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Sales Advisor

Finolink Business Consulting Pvt. Ltd.

Corporate Sales Financial Services Sales Cold Calling Convincing Power
Good Communication skillsCustomer Handling Skills Fresher/Experienced Both Can ApplyHindi Candidates
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Sales Insurance Wealth Management Casa Sales Investment Demat
Cross sell Life insurance and other investment products to customers.Field visit and joint calls with Home loan managers.handling walk in branch customers.coordination with loan department
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  • 0 - 2 yrs
  • 2.5 Lac/Yr
  • Janakpuri Delhi
Financial Services Financial Planning Corporate Finance Financial Consultancy Stock Market Equity Advisor Mutual Funds Sales Stock Analysis Finance
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
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Looking For Sales Consultant

ARIHANT BROTHERS LIMITED

  • 1 - 7 yrs
  • 4.0 Lac/Yr
  • Delhi
Sales Direct Sales CRM Sales Advisory Services Advisor Business Understanding Sales Process Sales Specialist Inside Sales Inside Sales Engineer Inside Sales Manager Corporate Sales Channel Sales Negotiation Skills Cold Calling Convincing Power Direct Marketing Retail Sales Financial Services Sales
Lok Vigyan Samridhi helps business owners with Lok Vastu Shastra and Numerology solutions and help them grow their business. Under the mentorship of Dr. Pardiep Jain (Gold Medalist Ph.d. Vastu Consultant) we have already more than 10,000 people.And now we are expanding our team to help us achieve that goal and help Indians healthy, wealthy and happy.Roles and Responsibilities:--> Connect with businesses, understand their problems and consult them with solutions-> Guide people through our different products and services as per their problems-> Connect with the leads generated by the marketing team and help them with leads quality-> Maintain data of leads in the CRM, and making proper reporting to the team lead against the work doneLearnings:-- Dealing with customers on a regular basis will boost your confidence level.- Enhance your interpersonal skills- Acquire more skills and knowledge about the market and learn how to put them into practice- Learn about new sales techniques, strategies, and their implementation.- You will be working directly with the senior management, and learning and improving your skills with them.
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Sales and Marketing Agents

Trowe Pice Planning Ltd

  • 1 - 3 yrs
  • 1.0 Lac/Yr
  • Delhi
TRP Planning Ltd Is Leading Provider Of Financial Services Specializing in Mutual Funds Stock Trading Key Responsibilities: Stay in
Key Responsibilities: Stay informed about market trends, competitor offerings, and client demands to ensure services remain competitive and innovative. Proactively identify and onboard potential investors interested in mutual funds, stock, and forex trading opportunities. Communicate the features and benefits of financial products effectively, tailoring solutions to meet individual client needs. Build and maintain lasting relationships with investors by providing regular updates and addressing inquiries promptly. Collaborate closely with the financial advisory team to ensure a seamless client experience and align strategies for growth. Achieve and exceed monthly and quarterly sales goals, contributing to the companys overall success.Job Requirements: A Bachelors Degree in Finance, Business Administration, Marketing, or equivalent. Proven sales experience, preferably in financial services, investments, or related industries, with knowledge of mutual funds, stock markets, and forex trading considered an advantage. Strong communication and presentation skills, with exceptional negotiation and relationship-building abilities. Self-motivated, target-oriented, and able to work independently. Fluency in English and at least Hindi is highly desirable.Why Join Us? Competitive salary with an attractive performance-based commission. Ongoing training in financial products and sales strategies. Clear career progression pathways within a fast-growing and innovative company. Supportive team culture with regular mentorship
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Good Communication Skills Negotiation Skills Market Knowledge Sales Skills Client Relationship Management Self-Motivation and Discipline Financial Acumen Marketing Service Marketing Real Estate Marketing Real Estate Sales Real Estate Executive
Job Summary:The Freelance Real Estate Agent at NDR Group facilitates property transactions by representing buyers, sellers, landlords, or tenants. The role involves lead generation, marketing properties, negotiating deals, and providing expert market insights, ensuring clients receive outstanding service.Key Responsibilities:Assist clients with buying, selling, or leasing properties, offering market advice.Market properties using digital tools, social media, and open houses.Negotiate contracts, ensuring favorable terms for clients.Generate leads and maintain client relationships.Ensure compliance with all legal and administrative requirements.
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Sales Officer

Skywings Advisors Private Limited

Direct Marketing Home Loans Field Sales Field Worker Financial Services Home Finance Housing Finance
1) Quality acquisition of Home Loan for Resident / Non-resident Indian by goingout into the market & catchment area.2) Ensure quality sourcing of new customer to sell different kind of loans and insurance3) Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, cold calls in the catchment area.4) Ensure quality customer service is delivered.5) Meeting productivity norms as defined through support of channels & own efforts.6) Strictly adhere & maintain KYC norms compliance.7) Adhere the norms, regulation & practices of banks religiously.
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Advisor- For L S B Isy.

Nextgen Placement

Sales Financial Advisor Leadership Investment Banking Financial Services BFSI
#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.
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Share Trading Equity Broking HNI Client Handling Product Sales Financial Services Sales Nism 8
JD: To ensure active management of clients & achieve the target active AUMTo be responsible for identifying customer needs, assessing their risk appetite and providing them investment optionsTo provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioTo achieve healthy revenues without compromising on clients profitabilityTo have clear focus on client miningTo conduct regular Client Meetings & update the same in the meeting trackerTo attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reportsTo do new client acquisition, build new relationships and increasing depth in existing relationshipsTo sell Third party productsKeep abreast of the market news, financial trends and current affairsTo attend post result concalls, analyst meets for improved client servicingTo Be Able to Handle HNi clients.Nism 8 mandatory
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Sales Advisor (full Time)

Prerana Hr Solution

Retail Sales Corporate Sales Channel Sales Direct Sales Financial Services Sales Insurance Sales Mutual Funds Sales Stock Broking Equity Broking Insurance Advisor BFSI SIP Banking Sales Account Opening B2C Sales B2C Marketing B2B Sale Walk in
Provide advisory services to clients on various financial products and investment options offered by Religare Broking LtdThis may include stocks, mutual funds, commodities, derivatives, and other financial instrumentsActively engage with potential clients and leads, either through inbound inquiries or by making outbound calls. Your primary responsibility is to convert leads into clients by offering tailored financial solutionsUnderstand the financial goals, risk tolerance, and investment preferences of clients. Based on their needs, recommend suitable investment strategies and products.Stay updated on the latest financial market trends, investment products, and regulatory changes.This knowledge will help you offer informed advice to clients. Meet or exceed sales targets, which may include revenue, number of clients acquired, or other performance metrics set by the companyBuild and maintain long-term relationships with clients. Provide ongoing support and address their queries and concernsEnsure a high level of client satisfaction. Ensure compliance with all regulatory and company policies while advising clients and handling their investments.Conduct research on financial markets and related news to offer timely insights to clients. This can help clients make informed investment decisions. Maintain accurate records of client interactions, recommendations, and transactions in the company's CRM (Customer Relationship Management) system. Collaborate with other teams within Religare Broking Ltd,uch as research analysts and support staff, to provide a seamless and comprehensive client experience
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Client Service Associate

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner
Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.
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Sales Officer (Full Time)

Skywings Advisors Private Limited

Direct Marketing Home Loans Field Sales Field Worker Financial Services Home Finance Housing Finance
1) Quality acquisition of Home Loan for Resident / Non-resident Indian by goingout into the market & catchment area.2) Ensure quality sourcing of new customer to sell different kind of loans and insurance3) Generate leads of customer through referral, meeting branch walk-ins customer, associates, e-mailing,direct mailing, cold calls in the catchment area.4) Ensure quality customer service is delivered.5) Meeting productivity norms as defined through support of channels & own efforts.6) Strictly adhere & maintain KYC norms compliance.7) Adhere the norms, regulation & practices of banks religiously.
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