Financial Services Sales Jobs

Key ResponsibilitiesFinancial Modeling: Develop, maintain, and update complex financial models to forecast revenue, operational expenses (OpEx), and capital expenditures (CapEx).Budgeting & Forecasting: Assist in the annual budgeting process and monthly/quarterly rolling forecasting cycles across different departments.Variance Analysis: Conduct regular variance analysis comparing actual financial results against budgeted and forecasted targets, identifying root causes for discrepancies.Performance Reporting: Prepare monthly management discussion and analysis (MD&A) reports, executive dashboards, and financial decks for senior leadership.Cost & Profitability Analysis: Analyze product margins, operational costs, supply chain efficiencies, and inventory valuation to identify profit leaks.Market & Competitor Research: Track industry benchmarks, market trends, and competitor financial data to identify business risks and growth opportunities.Capital Budgeting: Evaluate potential business investments, project expansions, or equipment purchases using metrics like NPV (Net Present Value), IRR (Internal Rate of Return), and Payback Period.

We are looking for a motivated Financial Service Associate to join our team in Berhampur. This full-time position is open to male candidates, including fresh graduates who are eager to start their careers in finance.**Key Responsibilities:**- **Customer Service Support:** Assist clients by answering their questions about financial products and services while ensuring a positive experience.- **Account Management:** Help clients with their accounts, including opening new accounts and providing updates on existing ones to maintain strong client relationships.- **Financial Analysis:** Analyze clients' financial needs and recommend suitable products or services to meet their goals effectively.- **Document Preparation:** Prepare necessary financial documents and ensure all paperwork is accurate and submitted on time for processing.- **Team Collaboration:** Work closely with other team members to coordinate efforts and provide excellent service to all clients.Required skills and expectations include:- Strong communication skills: You should be able to express ideas clearly and listen effectively to client needs.- Basic financial knowledge: Familiarity with financial concepts and products will be beneficial in assisting clients.- Attention to detail: Ensuring all information is accurate and tasks are completed efficiently is crucial in this role.- Positive attitude: A professional demeanor and a willingness to learn will help you thrive in our team-oriented environment.- Willingness to work from the office: This role requires you to be present on-site to collaborate with the team and serve clients effectively.

We are seeking an experienced and result-driven Business Development Professional to join our team. The ideal candidate should have a minimum of 6 years of experience in the financial services sector, with a strong track record in business development and established relationships with key stakeholders, including banks, insurance companies, credit rating agencies, advisory firms, and other financial institutions. The role offers a competitive fixed salary along with attractive performance-based incentives.

Responsibilities:Manage incoming and outgoing calls in a professional manner.Respond to customer inquiries, complaints and concerns with a problem-solving mindset.Log customer interactions and track follow-ups.Offer timely and relevant solutions to resolve customer issues.Collaborate with team members to escalate and address more complex concerns.Meet key performance metrics including call handling time, customer satisfaction and resolution rates.Job Requirements:The minimum qualification for this role is Graduate and 1 - 2 years of experience. The role involves resolving customer complaints, providing right information and escalating complex problems to the relevant department when needed. Candidates must be open to a 6 days working week during the Day shift.

We are hiring motivated and energetic candidates for the role of Financial Consultant in the insurance sector. This opportunity is suitable for freshers, experienced insurance advisors, homemakers, retired professionals, and anyone looking for part-time or full-time income opportunities.ResponsibilitiesMeet clients and explain life insurance productsHelp customers choose suitable financial protection plansGenerate leads through personal contacts, social media, and referralsBuild and maintain long-term customer relationshipsAchieve business growth through smart sales activitiesSupport clients with policy-related guidance and service

As a Financial Consultant, you will play a vital role in guiding clients to achieve their financial goals. Your primary responsibilities will include:- **Client Consultation**: Meet with clients to understand their financial situation and goals, providing personalized advice tailored to their needs.- **Financial Planning**: Develop comprehensive financial plans that cover various aspects, such as budgeting, investments, and savings strategies to help clients reach their objectives.- **Market Research**: Stay updated on market trends and financial products to offer informed recommendations that best suit your clients needs.- **Investment Analysis**: Assess the risks and benefits of different investment options, guiding clients in making sound decisions regarding their portfolios.- **Regulatory Compliance**: Ensure that all financial advice complies with legal regulations and industry standards to protect clients and the company.To succeed in this role, you should meet the following requirements:- A completed 12th-grade education is necessary; higher education in finance or a related field is an advantage.- Strong communication skills are essential for explaining complex financial concepts simply and clearly to clients.- Basic knowledge of finance and investment principles is expected, with a willingness to learn and grow in the industry.- Excellent analytical skills to assess data, market trends, and client needs accurately.- A strong sense of ethics and integrity to maintain client trust and confidentiality in all financial dealings.

We are seeking a motivated Field Executive to join our team in Bhilwara. The ideal candidate will have at least 4 years of experience and an I.T.I. qualification. This full-time position requires a male candidate to work from the office.**Key Responsibilities:**- **Conduct Field Research:** Gather information from various locations to support our business operations and ensure data accuracy for decision-making.- **Client Interaction:** Build and maintain relationships with clients by addressing their needs and providing timely feedback, enhancing customer satisfaction and loyalty.- **Report Generation:** Compile field reports on findings and activities, ensuring that all documentation is clear and actionable for stakeholders.- **Product Demonstration:** Present and demonstrate our products or services to potential clients on-site, highlighting features and benefits to boost sales.- **Market Analysis:** Monitor market trends and competitor activities, providing valuable insights that can inform our strategy and improve service offerings.**Required Skills and Expectations:**The ideal candidate should possess strong communication skills to effectively interact with clients and team members. A valid drivers license and vehicle are essential for traveling to various locations. The candidate should have a proactive attitude, be highly organized, and demonstrate problem-solving abilities. Attention to detail is crucial, as the role involves precise data collection and reporting. Familiarity with industry-related tools and software will be an advantage. The candidate should be comfortable working independently in a dynamic environment while also collaborating with team members as needed.

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.

Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence

Job Title: Business Development Executive (BDE)Location: Gurgaon (Work from Office)Experience : 1 - 2 yearATS LINK : https://www.prolegion.com/marketplace/4ff2fa7b-ad6d-4c3c-81a8-38dc860ea02c/business-development-executive?utm_source=linkedinRole OverviewThis is a target-driven, high-performance sales role focused on converting warm inbound leads into enrolments.You will engage with students and working professionals who have already shown interest in finance and trading careers. Your role is to guide, persuade, and close high-value enrollments.This is not a passive counselling role - we are looking for strong closers.Key ResponsibilitiesManage and own the entire lead pipelineConvert warm inbound leads via phone, WhatsApp, and emailUnderstand prospects

We are looking for an Assistant Sales Manager to oversee and manage sales and collections of Electric Vehicles (EVs) in the specified region. The ASM will be responsible for driving the sales of EVs (primarily 3-wheelers - passenger and loaders), developing and nurturing relationships with customers, and ensuring timely collections of payments.Job Responsibility? Sales & Business Development:o Identify and target potential customers in the assigned area.o Promote and sell Electric Vehicles, including passenger and loader 3-wheelers.o Build relationships with dealers, fleet owners, and corporate clients.o Drive revenue growth through direct sales and partnerships.o Meet or exceed monthly/quarterly sales targets.? Collections & Credit Management:o Ensure timely collections from customers as per the defined credit terms.o Follow up on overdue accounts and resolve payment issues.o Collaborate with the finance team to assess creditworthiness and manage credit limits.o Maintain detailed records of collections and report on outstanding payments.? Market Research & Reporting:o Track market trends, competitor activities, and customer feedback to adapt sales strategies.o Provide regular reports on sales performance, collection updates, and market conditions.o Suggest new sales and promotional strategies to enhance product uptake.? Customer Service & Relationship Management:o Serve as the primary point of contact for all customer queries and concerns.o Provide after-sales support and ensure high levels of customer satisfaction.o Develop long-term relationships with clients and identify cross-selling opportunities.? Team Coordination:o Coordinate with internal teams (Sales, Finance, and Operations) to ensure smooth operationsand successful transactions.o Train and mentor junior sales staff (if applicable).? Enter into and manage partnership and alliances with Vehicle OEMs local officials and their dealers? Hands on, direct sourcing to increase our retail finance share in the local EV market? Manage monthly sales planning with partners and lead funnel? Manage collection processes with partners and collection agencies? Manage soft and hard collections? Ensure fluency in local language, handling local team and clients of the area assignedMandatory:? Proven experience in sales and collections, preferably in the CV industry.? Strong knowledge of Commercial Vehicles, especially 3-wheeler loaders and passenger vehicles.? Excellent negotiation, communication, and interpersonal skills.? Ability to work independently and manage a large area of responsibility.? Strong organizational skills with a focus on meeting deadlines.? Proficiency in Microsoft Office and CRM software.? Willingness to travel extensively within the assigned region.Target Industry: Commercial Vehicle Finance/EV - MandatoryTarget Industry: Commercial Vehicle Finance/EV - MandatoryGender: MaleExperience: 3+ yearsJob Location: ChennaiWorking Days: 6 daysAge: Upto 30 yearsQualification: Graduate/Post GraduateNotice Period: Immediate to 30 days onlyRelocation candidates: No

A Finance Analyst is responsible for analyzing financial data, preparing reports, and helping organizations make informed business decisions. They evaluate financial performance, identify trends, and provide recommendations to improve profitability and efficiency.Key Responsibilities:Analyze financial statements, budgets, and forecasts.Prepare monthly, quarterly, and annual financial reports.Monitor company expenses and revenue trends.Assist in budgeting and financial planning.Conduct financial modelling and data analysis.Identify cost-saving opportunities and financial risks.Support management with financial insights for decision-making.Ensure compliance with financial regulations and company policies.Work with different departments to collect financial data.Required Skills:Strong analytical and problem-solving skillsKnowledge of financial reporting and accounting principlesProficiency in Microsoft Excel and financial softwareAttention to detail and accuracyGood communication and presentation skillsAbility to interpret complex financial dataEducational Qualification:Bachelors degree in Finance, Accounting, Economics, or Business AdministrationCertifications like CFA, CPA, or CMA (optional but preferred)Experience:13 years of experience in finance, accounting, or data analysis (for junior roles).Contact Person: Rakesh HRContact Number: +91 9003745749Experience: 0 - 4+ YearsLocation: CoimbatoreTimings: 09.30 AM - 06.30 PM

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.

A Financial Advisor is a professional who helps individuals and businesses manage their finances effectively to achieve short-term and long-term goals. They assess clients financial needs, income, expenses, assets, and liabilities to create personalized financial plans. A financial advisor provides guidance on investments, savings, insurance, retirement planning, tax strategies, and wealth management.They analyze market trends, recommend suitable financial products, and explain risks and benefits clearly to clients. Advisors build strong relationships by understanding clients life goals such as buying a home, childrens education, or retirement security. Regular portfolio reviews and performance monitoring are key responsibilities to ensure plans stay aligned with changing financial situations.A financial advisor must have strong communication, analytical, and problem-solving skills. Knowledge of financial markets, regulations, and investment tools is essential. Trust, integrity, and client confidentiality are critical in this role. Ultimately, a financial advisor helps clients make informed financial decisions and build long-term financial stability and wealth.

We are looking for a motivated and dynamic Real Estate Sales Agent to join our growing team. The candidate will be responsible for generating leads, assisting clients in buying and selling properties, and closing real estate deals while delivering excellent customer service.Key ResponsibilitiesGenerate and manage property leads through calls, site visits, and marketing platformsUnderstand client requirements and suggest suitable residential or commercial propertiesConduct property site visits with clientsBuild and maintain strong relationships with buyers, sellers, and investorsNegotiate prices and terms between buyers and sellersMaintain updated property listings and client databaseCoordinate documentation and assist in deal closureAchieve monthly sales targetsRequirementsExperience in real estate sales or field sales preferred (Freshers can apply)Strong communication and negotiation skillsBasic knowledge of local real estate marketSelf-motivated and target-oriented personalityOwn vehicle preferredGood networking and relationship-building skillsSkills RequiredSales & Marketing SkillsClient HandlingNegotiation SkillsLead Conversion AbilityCommunication & Presentation Skills

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.

Job descriptionWe are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and mf and insurance products.Required Candidate profileClient Acquisition & Business DevelopmentFinancial ServicesClient Relationship ManagementMarket & Product Knowledge