Sales Advisor

7 days ago

Sadashiv Peth Pune Maharashtra, India Savitr Investments Full time

**Core Role Responsibilities**

Cross-sell financial products like:
SIP, DMAT, Insurance, Trading Account, Mutual Funds, PMS, AUM
Educational Courses, Trading Software, Option Trading Advice, etc.

Stay updated on **market trends** and **product knowledge**
Aggressively conduct **cold calls** and manage event invitations
Conduct **one-to-one meetings** with clients at their location
Bring innovative ideas to boost outreach and sales conversions

**Key Responsibilities**

Assist the sales team in **generating leads** and identifying potential clients
Conduct **market research** to spot new business opportunities
Prepare impactful **sales presentations and proposals**
Manage client databases and perform **follow-ups** with leads
Analyze sales data to **improve strategies and conversions**
**Collaborate** with different teams to achieve monthly sales targets.

Pay: From ₹12,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Work from home

Compensation Package:

- Commission pay

Schedule:

- Day shift

Application Question(s):

- Have you ever sold any financial product (insurance, mutual funds, loans, etc.) before? If yes, please mention which.

**Education**:

- Bachelor's (preferred)

Work Location: In person

**Speak with the employer**
+91 8623994486

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