Financial Service Sales Associate

2 days ago


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 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

Pay: ₹18,000.00 - ₹30,000.00 per month

**Benefits**:

- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person



  • 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...


  • Vaishali Nagar, Rajasthan, India Financial Friend Full time ₹ 4,80,000 - ₹ 6,00,000 per year

    Job Title: Financial Sales AdvisorLocation: JaipurJob Type: Full-timeWe are seeking a dynamic and results-driven Financial Sales Advisor to join our team. The ideal candidate will be responsible for selling financial products such as stocks, bonds, mutual funds, insurance, and other investment instruments. The role requires strong financial knowledge,...


  • 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...


  • Vaishali Nagar, Jaipur, Rajasthan, India Financial Friend Full time

    **Job Title**: Financial Sales Advisor **Location: Jaipur** **Job Type**: Full-time **Key Responsibilities**: - Identify potential clients and assess their financial needs. - Advise clients on suitable financial instruments based on their risk appetite and investment goals. - Develop and maintain strong relationships with clients to ensure long-term...


  • Vaishali Nagar, Jaipur, Rajasthan, India Financial Friend Full time

    **Job Title**: Financial Sales Advisor **Location: Jaipur** **Job Type**: Full-time **Key Responsibilities**: - Identify potential clients and assess their financial needs. - Advise clients on suitable financial instruments based on their risk appetite and investment goals. - Develop and maintain strong relationships with clients to ensure long-term...


  • Vaishali Nagar, Jaipur, Rajasthan, India Financial Friend Full time

    **Job Title**: Financial Sales Advisor **Location: Jaipur** **Job Type**: Full-time **Key Responsibilities**: - Identify potential clients and assess their financial needs. - Advise clients on suitable financial instruments based on their risk appetite and investment goals. - Develop and maintain strong relationships with clients to ensure long-term...

  • Customer Service

    5 days 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...


  • 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...


  • Chennai, Tamil Nadu, India Centre point soft tech pvt ltd Full time

    A Financial Service Representative's job involves helping clients with their financial needs, including providing guidance on financial products, managing accounts, and answering inquiries. They educate clients on various financial options and assist them in making informed decisions about their finances. Key Responsibilities: - **Account Management**:...

  • Sales Associate

    5 days ago


    Chennai, Tamil Nadu, India BOT VFX Full time

    POSITION **RESPONSIBILITIES** Market Research & Opportunity Scouting: - Monitor online platforms, industry forums, and marketplace forums to identify project leads. - Conduct secondary research on potential clients, studios, and production companies. - Pre-qualify the leads against relevance and categorize based on established criteria. - Support business...