Commission Sales Associate

Company Description

Dalmia Investment is a financial advisory firm committed to guiding individuals and families toward achieving long-term financial independence. With a strong focus on client education, transparency, and tailored strategies, Dalmia Investment offers expertise in areas such as mutual funds, systematic investment planning, life and health insurance, retirement planning, tax-saving investments, and children’s education and marriage planning. Our approach ensures personalized solutions designed to align with individual financial goals and risk preferences. We are dedicated to empowering our clients throughout their financial journeys.

Role Description

The Commission Sales Associate will be responsible for building and maintaining strong relationships with clients to help them achieve their financial goals. Daily responsibilities include identifying potential clients, understanding their needs, recommending suitable financial products, and meeting sales targets. This is a full-time on-site role based in Surat. The role includes providing exceptional customer service and staying updated on the latest financial products and industry trends to offer the best solutions.

Qualifications

• Strong skills in client relationship management and customer service
• Proficiency in sales techniques and negotiation strategies
• Basic knowledge of financial products such as mutual funds, insurance, and retirement plans
• Effective communication and interpersonal skills
• Ability to analyze client needs and recommend appropriate financial solutions
• Self-motivated with a strong results-driven attitude
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred
• Experience in financial advisory, sales, or related fields is an advantage