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Financial Sales Associate

Trivesa Hr Consultant Private Limited

Mumbai, Maharashtra, India · Full Time

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Experience
1–2 yrs
Salary
INR 27,000 – INR 43,000 / month
Openings
1
Posted
3 hours ago
Work mode
In office
Education
Graduation preferred; HSC acceptable with strong sales experience
Eligibility
Applicants should have 1-2 years outbound BPO sales experience. Only candidates with strong sales skills are eligible; those with experience in credit card sales, insurance, bank account opening, DMAT sales or CSR roles cannot apply. Candidates must be Navi Mumbai residents, aged 35 or below, fluen…
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Job description

Job Overview

We are seeking a Financial Sales Associate based in Juinagar, Navi Mumbai. This full-time position operates from 10:00 AM to 7:00 PM with weekly off on Sundays and the first Saturday of each month. The role offers a salary up to ₹33,000 take-home pay, complemented by attractive incentives, Provident Fund benefits, and mediclaim coverage.

Key Responsibilities

  • Conduct daily outbound calls to prospective investors.
  • Provide counseling over the phone regarding investment opportunities.
  • Promote and sell equity advisory services and investment plans.
  • Manage the entire sales cycle from lead generation through to deal closure.
  • Maintain consistent follow-ups with interested prospects to convert them into clients.

Eligibility and Requirements

  • Minimum 1-2 years of experience in outbound BPO sales, with a strong sales background.
  • Experience in credit card sales, insurance, bank account opening, DMAT sales, or customer service representative (CSR) roles is not considered eligible.
  • Graduation is preferred; however, candidates with higher secondary education and excellent communication and sales skills may apply.
  • Age should not exceed 35 years.
  • Fluency in English and Hindi is mandatory.
  • Knowledge of the share market is advantageous.
  • Applicants must be residents of Navi Mumbai.

Interview Process

  • Face-to-face HR round.
  • Face-to-face operations round.

Additional Information

  • Location: Juinagar, Navi Mumbai
  • Shift Timings: 10:00 AM – 07:00 PM
  • Weekly Off: Sunday and first Saturday of every month

Minimum education

Bachelor's Degree

Industry

HR Services

How they work

Communication Time Management Customer Focus

Languages

English Hindi

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