Financial Services Associate in NBFC for Nagpur Location

3 days ago


Bhavnagar, Gujarat, India Mspire Ventures Full time ₹ 4,00,000 - ₹ 6,00,000 per year


Job Description:

Job Title: Financial Service Associate – Financial Services

Location: Bhavnagar

Experience: years in sales (insurance)

Salary: As per industry standards

Job Responsibilities:

  • Achieve business targets for financial products.
  • Meet and counsel customers referred by HDFC Limited.
  • Influence customers to buy Fixed Deposits and other products.
  • Profile customers to recommend suitable investment and insurance options.
  • Complete sales processes and ensure proper documentation.
  • Maintain a mix of loan products and open market share.
  • Coordinate claims processing and monitor business opportunities with HL executives.
  • Build and manage relationships with HL executives, HDFC Limited, channel partners, and DSAs.
  • Service existing customer portfolios and handle post-sales requests.
  • Stay compliant with certifications (IRDA, AMFI) and ensure quality business sourcing.

Desired Candidate Profile:

  • Graduate from any stream.
  • Minimum 6 months of insurance sales experience.
  • Willingness to travel.
  • Excellent communication skills.



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