Company Description Finkasha Services Private Limited (FSPL) is financial services provider, committed to empowering individuals and businesses with financial confidence. With a client-first approach, FSPL offers tailored, transparent, and ethical financial guidance. Over the journey, we will evolve into a comprehensive solutions provider for wealth creation, protection, and long-term financial planning. Serving a diverse clientele, FSPL combines deep market knowledge with a dedication to clients' goals. Role Description This is a full-time, on-site role for a Sales Specialist located in Nashik. The Sales Specialist will be responsible for identifying leads and pursuing new sales opportunities, managing client relationships, and delivering exceptional customer service. Mainly overseeing sales management activities, and ensuring the achievement of sales targets. Qualifications Proficient Communication and Customer Service skills Strong Sales and Sales Management abilities Excellent problem-solving and organizational skills Ability to work independently and as part of a team Prior experience in the financial services industry is a plus Bachelor's degree
Company Description Finkasha Services Private Limited (FSPL) (Finkasha) was founded to empower individuals and businesses to achieve financial confidence. Evolving from its early days into a multi-faceted financial solutions provider, Finkasha remains guided by the principle: Clients' Goals Come First. We specialize in delivering tailored, transparent, and ethical financial guidance. Finkasha serves as a one-stop destination for wealth creation, protection, and long-term financial planning, catering to a diverse clientele across India. Financial Services and Products Investments- Mutual Funds, Bonds, Portfolio Mangement Services. Insurance- Health, Life, General, Motor, Workmen, Group Medical, Audits and analysis. Loans- Working Capital, OD, CC, Home Loan, Car Loan, Personal Loan. Wealth Management- Audits and Analysis, Cash Flow Management, Corporate Finance. Job Description This is a full-time on-site role for a Sales Specialist located in Nashik. The Sales Specialist will be responsible for developing and implementing lead generation to sales strategies, maintaining customer relationships, providing excellent customer service, and meeting sales targets. Day-to-day tasks will include generating leads, conducting sales presentations, negotiating contracts, and closing sake. The role also involves managing the walk in sales to ensure overall productivity and success. Roles and Responsibilities Generate leads and identify potential clients for insurance products. Conduct client meetings to assess needs and recommend suitable products. Provide clear explanations of product options and benefits to clients. Close sales and ensure proper documentation. Follow up with clients for after sales service. Build and maintain long-term relationships with clients. Meet and exceed monthly and annual sales targets. Stay updated on Financial services new products, industry regulations, and market trends. Provide after-sales support and assist clients with claims and queries. Cross Product sales at the demand of client. Skills Excellent Communication and Customer Service skills Lead Generation tactics and skills Proven experience in Sales and Sales Closing Management Strong organizational and analytical skills Ability to work independently and as part of a team Eligibility Related Industry Experience Fresher to 2 years of experience in product sales. Post Graduation / Graduation degree in Business, Finance or Marketing.
In Finkasha Services Private Limited (FSPL), we are dedicated to empowering individuals and businesses to achieve financial confidence by offering tailored, transparent, and ethical financial guidance. As a Sales Specialist located in Nashik, your role will involve developing lead generation strategies, maintaining customer relationships, providing exceptional customer service, and achieving sales targets. **Roles and Responsibilities:** - Generate leads and identify potential clients for insurance products. - Conduct client meetings to assess needs and recommend suitable products. - Provide clear explanations of product options and benefits to clients. - Close sales and ensure proper documentation. - Follow up with clients for after-sales service. - Build and maintain long-term relationships with clients. - Meet and exceed monthly and annual sales targets. - Stay updated on financial services new products, industry regulations, and market trends. - Provide after-sales support and assist clients with claims and queries. - Cross-sell products based on client demand. **Skills:** - Excellent Communication and Customer Service skills. - Proficiency in Lead Generation tactics. - Proven experience in Sales and Sales Closing Management. - Strong organizational and analytical skills. - Ability to work independently and as part of a team. **Eligibility:** - Fresher to 2 years of experience in product sales in a related industry. - Post Graduation / Graduation degree in Business, Finance, or Marketing. Join us at Finkasha to contribute to our mission of putting Clients" Goals First and to be a part of a dynamic team dedicated to financial empowerment.,
Company Description Finkasha Services Private Limited (FSPL) (Finkasha) was founded to empower individuals and businesses to achieve financial confidence. Evolving from its early days into a multi-faceted financial solutions provider, Finkasha remains guided by the principle: Clients Goals Come First. We specialize in delivering tailored, transparent, and ethical financial guidance. Finkasha serves as a one-stop destination for wealth creation, protection, and long-term financial planning, catering to a diverse clientele across India. Financial Services and Products Investments- Mutual Funds, Bonds, Portfolio Mangement Services. Insurance- Health, Life, General, Motor, Workmen, Group Medical, Audits and analysis. Loans- Working Capital, OD, CC, Home Loan, Car Loan, Personal Loan. Wealth Management- Audits and Analysis, Cash Flow Management, Corporate Finance. Job Description This is a full-time on-site role for a Sales Specialist located in Nashik. The Sales Specialist will be responsible for developing and implementing lead generation to sales strategies, maintaining customer relationships, providing excellent customer service, and meeting sales targets. Day-to-day tasks will include generating leads, conducting sales presentations, negotiating contracts, and closing sake. The role also involves managing the walk in sales to ensure overall productivity and success. Roles and Responsibilities Generate leads and identify potential clients for insurance products. Conduct client meetings to assess needs and recommend suitable products. Provide clear explanations of product options and benefits to clients. Close sales and ensure proper documentation. Follow up with clients for after sales service. Build and maintain long-term relationships with clients. Meet and exceed monthly and annual sales targets. Stay updated on Financial services new products, industry regulations, and market trends. Provide after-sales support and assist clients with claims and queries. Cross Product sales at the demand of client. Skills Excellent Communication and Customer Service skills Lead Generation tactics and skills Proven experience in Sales and Sales Closing Management Strong organizational and analytical skills Ability to work independently and as part of a team Eligibility Related Industry Experience Fresher to 2 years of experience in product sales. Post Graduation / Graduation degree in Business, Finance or Marketing.
Company Description Finkasha Services Private Limited (FSPL) is a trusted financial advisory firm with a mission to empower individuals and businesses in achieving financial confidence. Guided by the principle of prioritizing clients' goals, FSPL delivers tailored, transparent, and ethical financial solutions. Specializing in wealth creation, protection, and long-term financial planning, the company serves a diverse clientele across India. With deep market expertise and a client-first approach, FSPL has evolved into a comprehensive provider of financial solutions. Role Description This is a full-time, on-site position based in Nashik for a Junior Accountant. The Junior Accountant will be responsible for assisting with financial record-keeping, preparing financial reports, managing accounts payable and receivable, ensuring compliance with financial regulations, and supporting month-end and year-end close processes. Additional responsibilities include reconciling bank statements, maintaining accurate financial records, and assisting in audits. Qualifications Proficiency in accounting principles and financial record-keeping Strong knowledge of accounting software such as Tally or QuickBooks and familiarity with spreadsheet tools like Microsoft Excel Attention to detail, organizational skills, and analytical thinking Effective communication and teamwork abilities Ability to meet deadlines and manage multiple priorities in a fast-paced environment Bachelor's degree in Accounting, Finance, or a related field Previous experience in accounting or bookkeeping is preferred but not mandatory