Financial Service Sales Associate

2 months ago


T Nagar Chennai Tamil Nadu, India TVS Next Limited Full time

Sell financial services to businesses and individuals. Recommend certain services such as life insurance, retirement income, investments, and long-term care insurance. Build relationships with clients and communities. Provide solutions for short and long-term financial goals. Help clients achieve financial security. Present products and services via a presentation or slideshow. Determine clients' financial needs and areas of improvement. Determine security risks. Develop prospects from current commercial customers, referral leads, and sales and trade meetings. Negotiate sales agreements and contracts. Take payments. Prepare forms or agreements. Sell trusts, investments, and check processing services. Determine future growth. Advise customers regarding expected fluctuations. Make presentations on financial services to groups in order to attract new clients. Use financial, tax, economics and accounting skills to review a client's personal data and recommend investment strategies that are appropriate to the client's goals. Advise a client on whether to buy certain types of stocks, bonds and mutual funds. Evaluate financial reporting systems, accounting and collection procedures, and investment activities, and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions. Determine whether loans must be obtained to meet cash requirements or whether surplus cash can be invested. Solicit business, authorize loans, and direct the investment of funds, always adhering to Federal and State laws and regulations.

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹18,455.00 - ₹28,755.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental Pay:

- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person



  • T Nagar, Chennai, Tamil Nadu, India UNI TRANS LINES PRIVATE LIMITED Full time

    Sell financial services to businesses and individuals. Recommend certain services such as life insurance, retirement income, investments, and long-term care insurance. Build relationships with clients and communities. Provide solutions for short and long-term financial goals. Help clients achieve financial security. Present products and services via a...


  • Mylapore, Chennai, Tamil Nadu, India Jesuma It Solutions Private Limited Full time

    Financial Services Sales Agent Job Summary Responsible for selling a variety of financial services, including banking services, life insurance, retirement income, investments, and long-term care insurance. May sell retail and institutional mutual funds. Primary Responsibilities Sell financial services to businesses and individuals. Recommend certain services...


  • Chennai, Tamil Nadu, India NIBS CAREER INFOCITY Full time

    **Job Title**: Associate Executive - Telesales **Experience**: 2-6 years (Sales and Finance Industry) **Location**: Guindy, Chennai **Summary**: Drive telesales activities, achieve sales targets in the Finance industry, and build client relationships through effective communication. **Responsibilities**: - Conducting outbound calls to potential clients...

  • Customer Service

    3 months ago


    Chennai, Tamil Nadu, India NatWest Full time

    Join us as a Customer Service & Operations Associate - In this customer centric role, we’ll look to you as the first point of contact to provide outstanding service to our customers - Joining our Reconciliation & Investigations team, you’ll be helping the bank to achieve its goals by dealing with all customer queries through to completion - Hone your...

  • Customer Service

    9 months ago


    Chennai, Tamil Nadu, India NatWest Group Full time

    Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in India and as such all normal working days must be carried out in India. Join us as a Customer Service & Operations Associate - In this customer centric role, we’ll look to...

  • Customer Service

    3 months ago


    Chennai, Tamil Nadu, India NatWest Digital X Full time

    Customer Service & Operations, Customer Customer Service & Operations Associate Reconciliation & Investigations - Chennai, India- Permanent- Full Time#R-00243268 Join our digital revolution in NatWest Digital X In everything we do, we work to one aim. To make digital experiences which are effortless and secure. - So we organise ourselves around three...


  • Ambattur, Chennai, Tamil Nadu, India Mosahay associate pvt ltd Full time

    customer support associate language (Kannada) 13k-15k **Gather the Feedback from Customer & Maintain Long Lasting Relationship**. Handle inbound & Outbound calls from customers in a professional and courteous manner. Listen attentively to customer inquiries, concerns, and feedback. Provide accurate information and solutions to customer queries. **Job...

  • Service Associate

    2 months ago


    Chennai, Tamil Nadu, India PVR Cinemas Full time

    **Job Overview**: A Cinema Service Associate plays a crucial role in enhancing the customer experience at the theater. With a friendly, customer-oriented attitude, you will assist in various operations, ensuring high levels of service, safety, and efficiency. This position supports the management team and is essential for maintaining a positive movie-going...


  • T Nagar, Chennai, Tamil Nadu, India AKK Corporation Full time

    Assisting customers in the sale of a range of financial products on the phone.* *2. Reaching productivity that meets job standards, while working with speed and accuracy.* *3. Meeting and exceeding targets as assigned periodically.* *4. Ability to learn about products and services and describe/explain them to prospects.* *5. Understanding customer...


  • Chennai, Tamil Nadu, India Access Healthcare Service Full time

    **Job Location: Chennai, India**: **KEY RESPONSIBILITIES**: - Preparation of financial models for prospective customers - Tracking actual performance against the proposed models - Preparation of pricing recommendations for existing customers **JOB REQUIREMENTS**: - Effective communication and people skills - Strong Excel and PowerPoint...

  • Sales Officer

    7 months ago


    Chennai District, Tamil Nadu, India Endoor Sales & Service Full time

    As a Sales Representative for our Showroom, you will play a key role in promoting and selling our range of steel door products to customers visiting our showroom. You will be responsible for providing exceptional customer service, understanding the needs of prospective buyers, and guiding them through the selection process. Your primary objective will be to...


  • Ambattur, Chennai, Tamil Nadu, India Mosahay associate pvt ltd Full time

    A customer service associate's job description includes: - Responding to customer inquiries: Answering customer questions, understanding their concerns, and resolving issues - Providing technical support: Troubleshooting product and service issues - Maintaining customer relationships: Keeping customers satisfied and managing their concerns - Recording...

  • Retail Sales Associate

    3 months ago


    Kattupakkam, Chennai, Tamil Nadu, India Apogee Service Pvt. Ltd Full time

    **Designation - Retail Sales Associate** **Qualification - 12th+ Experience in retail sales** **Graduate Fresher can also Apply.** Have good communication skill. Salary - 18000 to 21000 **Job Types**: Full-time, Permanent Pay: ₹18,000.00 - ₹21,000.00 per month Schedule: - Day shift Work Location: In person


  • Chennai, Tamil Nadu, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a Financial Reporting Associate. Enterprise Financial Reporting is a functional area within the Corporate Controller's division responsible for delivering timely, accurate, and complete external financial reporting. This includes but is not limited to US Regulatory Filings (SEC, FRB, OCC, FDIC) and standalone...


  • Chennai, Tamil Nadu, India Mosahay associate pvt ltd Full time

    A **customer support associate's** job role is to provide customer service, manage customer concerns, and build positive customer relationships: - Prepare for customer inquiries: Study products, services, and customer service processes Customer support associates should have strong interpersonal skills, be able to work independently and as part of a team,...


  • Chennai, Tamil Nadu, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a Financial Accounting Associate. **In this role, you will**: - Provide support for financial accounting related matters for lines of business and control functions - Review basic activities associated with maintaining ledger accounts, financial statements and regulatory reports - Gather financial data for...


  • Chennai, Tamil Nadu, India Wells Fargo Full time

    **Job Description**: **About this role**: Wells Fargo is seeking a Financial Accounting Associate. **In this role, you will**: - Provide support for financial accounting related matters for lines of business and control functions - Review basic activities associated with maintaining ledger accounts, financial statements and regulatory reports - Gather...

  • Sales Coordinator

    7 days ago


    Porur, Chennai, Tamil Nadu, India Endoor Sales & Service Full time

    Responsibilities include - Quote preparation, Purchase coordination and all sales MIS **Job Type**: Regular / Permanent **Salary**: ₹12,000.00 - ₹20,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance Schedule: - Day shift Supplemental Pay: - Yearly bonus **Education**: - Bachelor's (preferred) **Speak with the...


  • Chennai, Tamil Nadu, India Wells Fargo Full time

    **About this role**: Wells Fargo is seeking a Financial Accounting Associate. **In this role, you will**: - Provide support for financial accounting related matters for lines of business and control functions - Review basic activities associated with maintaining ledger accounts, financial statements and regulatory reports - Gather financial data for...

  • Sales Executive

    5 days ago


    Porur, Chennai, Tamil Nadu, India Endoor Sales & Service Full time

    **Salary**: ₹20,000.00 - ₹30,000.00 per month **Benefits**: - Cell phone reimbursement - Health insurance - Paid sick time - Provident Fund Shift: - Day shift Supplemental pay types: - Performance bonus - Yearly bonus **Education**: - Bachelor's (preferred) **Experience**: - Field sales: 1 year (preferred) **Language**: - English...