Financial Services Sales Job Vacancies in Nashik

Key ResponsibilitiesLead Generation: Finding potential customers (prospects) for products like Home Loans, Personal Loans, Business Loans, or Credit Cards.Customer Counseling: Explaining complex financial terms, interest rates, and repayment tenures in a way that the customer understands.Documentation & KYC: Collecting and verifying necessary documents (PAN, Aadhaar, Income Proof) to ensure the application meets bank/NBFC guidelines.Portfolio Management: Managing a book of clients and reaching out to them for Top-up loans or new insurance policies.Market Intelligence: Keeping track of interest rate changes by competitors (like SBI, HDFC, or ICICI) to pitch your product better.Target Achievement: Meeting monthly or quarterly disbursement targets (the total amount of loan money given out). Required SkillsFinancial Literacy: Basic understanding of $EMI$ (Equated Monthly Installment) calculations, $ROI$ (Rate of Interest), and Credit Scores (CIBIL).Ethics & Integrity: Since you are handling people's money and sensitive documents, honesty is non-negotiable.Persuasion: Ability to convince a customer why your banks product is better than a competitors.Relationship Building: Financial products are built on trust; you need to be a consultant rather than just a salesman.

#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.

Sales Service Representative Job DescriptionThis job description is designed for a role that combines elements of sales support and customer service. It focuses on assisting customers with their needs, solving problems, and identifying opportunities to sell or upsell products/services.You will need to customize the bracketed information to fit your company's product, industry, and required software.SummaryWe are seeking a highly motivated and customer-focused Sales Service Representative to act as the primary point of contact for customer inquiries, product support, and order processing. This role is crucial for ensuring customer satisfaction and maximizing sales opportunities through exceptional service and relationship building. Key ResponsibilitiesCustomer Support & Problem Resolution:Respond promptly to customer inquiries via phone, email, and chat regarding orders, products, billing, and service issues.Diagnose and resolve customer problems effectively and efficiently, escalating complex issues to the appropriate department when necessary.Maintain a high level of product knowledge to provide accurate information and solutions.Sales Support & Order Management:Process customer orders, returns, and exchanges accurately and in a timely manner using the [Insert specific system, e.g., ERP, POS] system.Follow up on outstanding quotes and pending orders to drive completion.Work closely with the Sales Team to ensure seamless service delivery and communication.Relationship Building & Upselling:Identify opportunities to introduce customers to additional products, services, or upgrades (upselling/cross-selling) based on their needs.Build and maintain strong, long-lasting customer relationships to promote loyalty and repeat business.Documentation & Reporting:Accurately log all customer interactions, sales activities, and resolution details in the CRM (Customer Relationship Management) system (e.g., [Insert specific CRM, e.g., Salesforce, HubSpot]).Provide feedback to management on customer trends, issues, and potential product improvements. Qualifications and SkillsRequiredEducation: High school diploma or equivalent; an Associate's or Bachelor's degree is preferred.Experience: [Insert Number] years of experience in customer service, sales support, or a call center environment.Communication: Excellent verbal and written communication skills with a professional and empathetic phone demeanor.Software Proficiency: Proficient in Microsoft Office Suite and experience using a CRM system.PreferredIndustry Knowledge: Previous experience in the [Insert Industry, e.g., Telecom, E-commerce, Financial Services] sector.Technical Skills: Ability to quickly learn and navigate technical product information or specialized company software.