Job Title: Sales Executive
Location: Borivali, Mumbai
Positions: One
About Us:
We are a trusted financial products distribution firm with long-standing experience in financial services domain. Our organization is built on integrity, discipline and long-term relationship with clients and our team members.
We believe our people are our core strength and hence we try to provide a professional environment that encourages responsibility, learning and growth. We with open arms welcome sincere and dedicated individuals who wish to build a stable career with us and grow together over the long term.
Job Description:
We are seeking a highly organized and efficient Sales Executive to provide exceptional support to our organization. You will be handling front-office functions, ensuring smooth operations and client satisfaction. You will also be responsible for acquiring new clients, promote our financial products offering and provide exception quality service to our clients. The role demands strong interpersonal and presentation skills, a proven ability to generate leads and the drive to achieve ambitious targets.
Responsibilities:
- Identifying prospects and converting them into clients,
- Conduct financial well-being session (online & offline) to educate and engage potential clients,
- Achieve lead-generation and meeting sales targets,
- Handle client queries and objections confidently and effectively,
- Conducting product presentations and demonstrations,
- Maintaining records of sales and customer interactions.
Key Skills:
- Persuasion and communication,
- Negotiation and closing deals,
- Goal-oriented, result oriented and self-motivated,
- Strong interpersonal and relationship-building skills,
- Excellent convincing and presentation skills.
Eligibility Criteria:
- Graduate in any discipline, additional certifications or degrees are a plus,
- Ability to work with accuracy and discipline,
- Excellent written and verbal communication skills for client engagement,
- Motivated and results-driven,
- Capable of performing under pressure and meeting deadlines,
- Proficiency in MS Office and data management,
- Strong problem-solving skills and adaptability.
- Min. 1-2 years of experience in sales and marketing (preferably financial services).
Growth Prospects:
As a Sales Executive, you will have the opportunity to progress in your career, with potential growth prospects including;
- Senior Sales Executive,
- Relationship Manager,
- Branch Head,
- Regional Head.
Contact Details:
Reach to Mr. Prashant Mishra at +91 97571 04572 or email prashant.mishra5649@gmail.com
Job Title: Back Office Assistant
Location: Borivali, Mumbai
Positions: One
About Us:
We are a trusted financial products distribution firm with long-standing experience in financial services domain. Our organization is built on integrity, discipline and long-term relationship with clients and our team members.
We believe our people are our core strength and hence we try to provide a professional environment that encourages responsibility, learning and growth. We with open arms welcome sincere and dedicated individuals who wish to build a stable career with us and grow together over the long term.
We believe our people are our core strength and hence we try to provide a professional environment that encourages responsibility, learning and growth. We with open arms welcome sincere and dedicated individuals who wish to build a stable career with us and grow together over the long term.
Job Description:
We are currently seeking a detail-oriented and dedicated Back Office Assistant. As a Back Office-Assistant you will play a crucial role in handling various administrative tasks and supporting the smooth functioning of our back-office operations.
Responsibilities:
- Client Documentation and Record Management,
- New Account Opening and KYC Support,
- Transaction Processing Support,
- Compliance and Regulatory Support,
- Client Service and Query Handling,
- Operations Support,
- Coordination with Advisors and Management Team,
- Renewal and Follow-up Work,
- Confidentiality and Data Security.
- Professional Conduct and Responsibility.
Key Skills:
- Computer and data handling skills,
- Good communication skills,
Eligibility Criteria:
- Graduate in any discipline,
- Experience in operations or back office role or administrative positions,
- Ability to work with accuracy and discipline,
- Motivated and results-driven,
- Capable of performing under pressure and meeting deadlines,
- Proficiency in MS Office and data management,
- Strong problem-solving skills and adaptability.
Growth Prospects:
As a Back-Office Assistant, you will have the opportunity to progress in your career, with potential growth prospects including;
- Senior Back Office Assistant,
- Junior Service Executive,
- Senior Service Executive,
- Relationship Manager.
Contact Details:
Reach to Mr. Prashant Mishra at +91 97571 04572 or email prashant.mishra5649@gmail.com
