Financial Services Associate

17 hours ago


Gurugram Haryana, India Infiniserve IT Solution Pvt Ltd Full time

**Job Title**: Financial Services Associate

**Job Summary**:
We are looking for a dynamic and customer-focused individual to drive sales of financial products by meeting new and existing clients, understanding their financial needs, and offering suitable solutions.

**Key Responsibilities**:

- Achieve sales targets for financial products like fixed deposits, insurance, and investments
- Meet walk-in customers and follow up on referrals to generate leads
- Understand customer needs and recommend appropriate financial products
- Ensure complete documentation and follow the defined sales process
- Maintain relationships with customers for repeat business and servicing
- Coordinate with internal teams for smooth post-sales service
- Stay updated on product features and market trends
- Ensure compliance with company policies and industry regulations

**Requirements**:

- Graduate or MBA with at least 1 year of sales or financial services experience
- Good communication and interpersonal skills
- Customer-first attitude and willingness to learn

Pay: ₹18,000.00 - ₹24,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

Application Question(s):

- Do you have experience in BFSI sales?

Work Location: In person



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