financial sales consultant

Magnet

<div>
 
 
 Employer Overview
 
 
 
 A leading financial services organization offering innovative consumer finance products is seeking dynamic and customer-oriented professionals to join its growing sales team. The company focuses on providing accessible and reliable financial solutions to customers through direct and engaging sales channels.
 
 
 
 
 
 
 Job Summary
 
 
 
 The Sales Promoter will be responsible for engaging with potential customers in various field locations to promote financial products, explain offerings, and facilitate contract completion. This role suits energetic, people-oriented individuals who are driven by sales targets and enjoy interacting with customers in a professional setting.
 
 
 
 
 
 
 Key Responsibilities
 
 
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 Engage with customers at branches to promote financial products.
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 Clearly explain product features and benefits, particularly to first-time banking customers.
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 Achieve daily and monthly sales targets through proactive engagement and deal closure.
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 Assist customers in completing application forms and ensure all documentation meets company standards.
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 Respond to customer inquiries and escalate complex issues when necessary.
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 Report daily sales activities, progress, and feedback to the supervisor.
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 Represent the company with professionalism and maintain a positive attitude at all times.
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 Collaborate with team members to achieve collective goals and enhance customer experience.
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 Minimum Requirements
 
 
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 Education:
 
 Bachelor&rsquo;s degree in any field.
 </li>
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 Experience:
 
 0&ndash;2 years of experience; background in sales or customer-facing roles is preferred.
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 Soft Skills:
 
 Customer focus, sales orientation, strong communication and persuasion skills, professionalism, reliability, adaptability (field work), and teamwork.
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 Technical Skills:
 
 Basic sales knowledge and understanding of consumer finance products.
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 Computer Skills:
 
 Good command of Microsoft Office applications.
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 Language Skills:
 
 Good proficiency in English (spoken and written).
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 Abilities:
 
 Energetic, approachable, and capable of working in dynamic field environments.
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 </ul>
 
 
</div>

Salesperson

Advenxa Pvt.Ltd

Financial Products - SalesLocation : Calicut- Kuthuparambu,Koyilandy,Thaliparambu, Calicut,KozhikodeKannur- Fortlight, Talassery, PayyannurKasaragodExperience: Minimum 1 year of experience in sales, marketing, or banking Qualifications: Bachelor's degree is mandatory. Salary: &#8377;20,000.00 - &#8377;25,000.00 per month + Incentives Shift: 8:30 AM to 5:30 PM Working Days: 6 days a weekResponsibilities<ul><li>Identify, approach, and acquire new clients through field visits, referrals, and networking.</li><li>Present and explain the bank&rsquo;s investment and wealth management products clearly and confidently.</li><li>Conduct financial needs analysis to recommend suitable investment options based on client goals and risk profiles.</li><li>Meet and exceed monthly and quarterly sales targets.</li><li>Maintain regular contact with existing clients to ensure satisfaction and identify cross-selling opportunities.</li></ul>Requirements<ul><li>Bachelor&rsquo;s Degree Mandatory</li><li>Prior experience in sales (Minimum 1 year of experience )</li><li>Excellent sales and negotiation skills.</li><li>Results-oriented and target-driven.</li><li>Good understanding of financial products and services.</li></ul>Job Types: Full-time, FresherPay: &#8377;20,000.00 - &#8377;25,000.00 per monthBenefits:<ul><li>Health insurance</li><li>Provident Fund</li></ul>Application Question(s):<ul><li>Are you comfortable with field visits, client meetings, and achieving monthly sales targets?</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Willingness to travel:<ul><li>75% (Preferred)</li></ul>

Financial Product-Sales

Dial Expert

About the RoleAre you a confident communicator with a passion for sales and helping others take control of their finances? We&rsquo;re looking for Debt Settlement Sales Agents to join our growing team!In this role, you&rsquo;ll connect with individuals seeking financial relief, guide them through customized debt settlement solutions, and close deals that truly make a difference. You&rsquo;ll be part of a fast-paced, high-energy environment where your performance directly impacts your success and income.What You&rsquo;ll Do<ul><li>Make outbound cold calls to generate leads and convert them into potential customers.</li><li>Handle inbound leads from people already interested in financial solutions &mdash; and turn them into satisfied clients.</li><li>Build trust and rapport quickly while understanding each customer&rsquo;s financial situation.</li><li>Present debt settlement and consolidation options, negotiating favorable terms.</li><li>Overcome objections and close deals confidently over the phone.</li><li>Manage the entire sales cycle from first contact to signed contract.</li></ul>What We&rsquo;re Looking For<ul><li>Proven sales experience track record in closing deals, lead management, or customer acquisition.</li><li>Experience in debt consolidation or settlement sales is a strong plus.</li><li>Fluency in English (near-native level, no accent).</li><li>Strong negotiation and objection-handling skills.</li><li>Ability to engage and build rapport over the phone.</li><li>Tech setup required: Reliable PC, wired internet (LAN), and headset.</li><li>Comfortable working in a fast-paced, target-driven environment.</li></ul>What We Offer<ul><li>Competitive base salary + uncapped commission structure.</li><li>Remote work flexibility.</li><li>Supportive team and growth-oriented culture.</li><li>Continuous sales training and performance coaching</li></ul>Job Types: Full-time, Part-timePay: From E&pound;18,000.00 per monthExpected hours: 45 per week

Sales Specialist

PUREVEDIC LIFE

About UsBull Bear Cubs is one of India&rsquo;s fastest-growing stock market education platforms with a thriving community of 1,00,000+ learners guided by experienced mentors. We specialize in delivering practical, simplified, and goal-oriented financial education that empowers individuals to achieve financial independence through smart investing and trading.We are looking for female candidates who are passionate about finance, client counselling, and sales &mdash; professionals who can help students and investors take their first confident step in the world of stock markets, while also introducing Mutual Fund and Insurance solutions for complete financial literacy.Role OverviewAs a Stock Market Admission Counsellor (Mutual Fund &amp; Insurance), your primary responsibility will be to guide and convert students for Bull Bear Cubs&rsquo; stock market courses. In addition, you will cross-sell Mutual Fund and Insurance products to clients who are ready to grow their wealth or protect their future, ensuring a 360&deg; financial solution approach.Key Responsibilities1. Stock Market Course Counselling (Primary Focus)<ul><li>Counsel and guide students, professionals, and investors on the right stock market programs &mdash; from beginner to advanced levels.</li><li>Understand each prospect&rsquo;s learning goals, financial awareness, and career aspirations.</li><li>Present program features, outcomes, and success stories clearly and persuasively.</li><li>Manage inbound queries via calls, WhatsApp, email, and webinars, ensuring timely responses and professional follow-ups.</li><li>Convert leads into confirmed admissions, meeting and exceeding monthly enrolment targets.</li><li>Maintain records in the CRM system and report conversion performance regularly.</li></ul>2. Mutual Fund &amp; Insurance Advisory (Secondary Focus)<ul><li>Identify clients interested in building long-term wealth or securing financial protection.</li><li>Introduce suitable Mutual Fund plans (SIP, ELSS, Hybrid, etc.) and Insurance products (Term, Health, Motor, etc.) aligned with their goals and risk profiles.</li><li>Complete KYC, documentation, and onboarding for MF and insurance policies as per SEBI, AMFI, and IRDAI guidelines.</li><li>Ensure clear communication about returns, risk, tenure, and benefits to build lasting client trust.</li><li>Track renewals, SIP continuations, and policy persistency for higher retention and cross-selling opportunities.</li></ul>3. Lead Management &amp; Conversion<ul><li>Manage leads efficiently using CRM tools, maintaining a structured follow-up cycle.</li><li>Convert inquiries into sales through active engagement, education, and value-based counselling.</li><li>Achieve monthly targets for course enrolments, SIP registrations, and insurance sales.</li><li>Provide feedback to the marketing and operations team to improve funnel quality and conversion rates.</li></ul>4. Webinars, Workshops &amp; Community Engagement<ul><li>Represent Bull Bear Cubs in online/offline events, orientations, and live Q&amp;A sessions.</li><li>Build rapport with learners and help strengthen Bull Bear Cubs&rsquo; 1,00,000+ trader community.</li><li>Share success stories and student achievements to inspire new learners.</li></ul>Preferred Candidate Profile<ul><li>Female candidates preferred.</li><li>1&ndash;3 years of experience in:</li><li>Education counselling or financial course sales, OR</li><li>Mutual Fund / Insurance advisory, OR</li><li>Financial product or trading-related roles.</li><li>Strong understanding of stock market basics, investments, and financial products.</li><li>AMFI/NISM/IRDAI certification preferred (or willingness to obtain).</li><li>Bachelor&rsquo;s degree in Commerce, Finance, or Business Administration.</li><li>Excellent communication in Hindi and English (regional language is a plus).</li><li>Confident, empathetic, persuasive, and result-oriented.</li><li>Skilled in MS Office, CRM systems, and digital communication tools.</li></ul>What We Offer<ul><li>Competitive Salary: &#8377;15,000 &ndash; &#8377;30,000 per month.</li><li>Attractive Incentives: High commissions on course admissions, SIP registrations, and insurance policies.</li><li>Free Access to Bull Bear Cubs&rsquo; stock market training programs.</li><li>Mentorship and learning from experienced stock market professionals.</li><li>Career Growth Path: Senior Counsellor &rarr; Team Lead &rarr; Regional Manager.</li><li>Supportive, dynamic, and growth-focused environment.</li><li>Opportunity to work with a vibrant community of over 1,00,000+ traders and investors.</li></ul>Key Performance Indicators (KPIs)<ul><li>Stock Market Course Enrolments</li><li>Mutual Fund SIP Registrations / AUM Growth</li><li>Insurance Policy Sales &amp; Renewals</li><li>Lead Response Time &amp; Follow-up Efficiency</li><li>Conversion Rate and Client Satisfaction Score (CSAT/NPS)</li></ul>How to ApplySend your resume with a short note on your experience in course counselling, mutual fund sales, or insurance advisory, along with your certifications (AMFI/NISM/IRDAI) if available.Job Types: Full-time, PermanentPay: &#8377;15,000.00 - &#8377;25,000.00 per monthBenefits:<ul><li>Cell phone reimbursement</li><li>Paid time off</li><li>Work from home</li></ul>Education:<ul><li>Master's (Required)</li></ul>Experience:<ul><li>Stock Market Counsellor: 3 years (Required)</li></ul>Language:<ul><li>English (Preferred)</li></ul>Work Location: Remote

Stock Market Admission Counsellor (Mutual Fund & Insurance Sales)

Dhanguard LLC

Job description:Walk-in Interview &ndash; Banking Consultant &amp; Business Setup AdvisorDate: Wednesday, 29th OctoberTime: 10:30 AM - 1:00 PM &amp; 2:00PM - 5:00PMLocation: Dhanguard Business Center, Al Wasl Branch (Next to Wafi Mall), 12th FloorLocation Link: https://maps.app.goo.gl/ZSgrj7Qrmo6fR8VQ8?g_st=com.google.maps.preview.copyOpen Positions:Banking Consultant &ndash; Banking SalesBusiness Setup AdvisorIndustry:Banking, Financial Services &amp; Business ConsultancyExperience:Experience in banking sales from home country can be considered.Freshers with any background of Sales experience only are welcome for the Banking Consultant &amp; Business Setup Advisor role.Key Responsibilities (Banking Consultant):Develop and maintain strong relationships with corporate clients to understand their banking needs.Assist in opening corporate bank accounts and offering customized banking solutions.Promote and sell banking products such as mortgages, mutual funds, portfolio management services, and more.Provide expert financial advice tailored to client portfolios.Collaborate with internal departments to ensure excellent client service.Achieve monthly/annual sales targets through new business acquisition and upselling.Monitor and manage existing accounts for retention and satisfaction.Stay updated on market trends in corporate banking and financial products.Key Responsibilities (Business Setup Advisor):Assist clients in setting up their businesses in the UAE (Mainland, Freezone, Offshore).Guide clients through licensing, documentation, and visa processes.Promote company services and convert inquiries into successful setups.Maintain strong follow-ups and client relationship management.Stay informed on UAE business laws and regulatory changes.Requirements (For Both Roles):Bachelor's degree in any relevant field (Finance, Business Administration preferred).Proven experience in banking sales or business consulting is an advantage.Strong interpersonal, negotiation, and problem-solving skills.Target-driven with a proactive attitude.Benefits:Competitive salary: AED 4,000 &ndash; AED 6,500 per monthAttractive performance incentives.Career growth and professional development opportunities.Supportive and dynamic team environment.Important Note: Please bring a printed copy of your updated CV for the interview.Job Type: Full-timeJob Type: Full-timePay: AED4,000.00 - AED6,500.00 per month

Walk-In Interview- Banking Consultant and Business Setup Advisor

Best Buy

<div>What does a Sales Consultant &ndash; Appliance Outlet do?
The Sales Consultant &ndash; Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. You will provide velocity and solution support to solve customer needs to ensure that no customer is left unserved or underserved. 
 
As the Sales Consultant &ndash; Appliance Outlet you will:
<ul><li>Implement assigned responsibilities from store leadership in outlet area to engage customers using selling skills to build complete, connected solutions while maintaining a balance of high velocity and high service.</li><li>
Ensure inventory and merchandising standards are maintained in outlet store area.</li><li>
Demonstrate excellence in execution of selling skills, and selling strategy as evidenced by coaching forms and Customer Metrics (NPS and Mystery Shops).</li><li>
Support sales strategies in partnership with the Sales Manager to achieve operating results, growth objectives, and overall financial performance goals.</li></ul>
What are the Professional Requirements of a Sales Consultant &ndash; Appliance Outlet?
Basic Qualifications<ul><li>
Ability to work successfully as part of a team</li><li>
Ability to work a flexible schedule inclusive of holidays, nights and weekends</li></ul>
Preferred Qualifications<ul><li>
3 months experience working in customer service, sales or related fields</li></ul><div> 
Best Buy is an equal opportunity employer. 
 
Application deadline: Minimum of 5 days from the posting date. You can find that date above the job title at the top of the page.</div>
Position Type: Part time</div>

Outlet Customer Experience Specialist, Advisor

Optimum Advisory

Position: Account ManagerExperience: 8-10 years in relevant fieldQualification: B.comAge: 50+Location: KarachiResponsibilities and Duties:<ul><li>Preparation of financial statements along with notes to the financial statement as and when needed.</li><li>Preparation and submission of sales tax return along with item wise stock reconciliation. Coordination with company tax consultant in respect of preparation of documents, records and work sheet as required by the consultant for preparation of reply against FBR Notice.</li><li>Sound knowledge of income tax in respect of withholding of income tax, submission of quarterly and annually withholding statement on IRIS.</li><li>Understanding and compliance of SRO&rsquo;s pertain to Sales tax and Income tax.</li><li>Coordination with tax consultants for preparation and submission of annual income tax return of companies.</li><li>Prepare the bank reconciliation statement.</li></ul>Job Type: Full-timePay: Rs100,000.00 - Rs120,000.00 per monthWork Location: In person

Accounts Manager

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