Join a growing and dynamic Personal Finance Firm dedicated helping families and individuals secure their financial future. As a Telesales Executive, youll play a key role in guiding customers towards the right investment, mutual fund, insurance and savings products. Key Responsibilities: Make outbound calls to potential clients to introduce and explain financial products in a clear and convincing manner. Clearly articulate the features and benefits of our offerings, addressing client inquiries with confidence and professionalism. Assess client need effectively and guide them in electing the most suitable financial products based on their requirements and eligibility. Maintain accurate client records using our CRM system. Consistently achieve monthly sales targets. Follow up with clients via phone or email to close deals and ensure customer satisfaction. Collaborate with team members to optimize overall sales performance. Requirements: Proven track record in telesales, preferable within the finance industry or a similar domain. Exceptional communication and interpersonal skills, with the ability to build rapport and handle objections effectively. Demonstrated persuasive abilities and a positive attitude towards achieving sales goals. Sound knowledge of sales principles and techniques. Ability to thrive in fast-paced environment and meet deadlines. Proficiency in MS Office, CRM Software and familiarity with telephone systems. Strong organization and time management skills. Qualifications: Bachelor’s degree or higher in any field. Fluency in Marathi, Hindi and English Languages. Previous experience in telesales or a related role is advantageous. What We Offer: Competitive Salary Package. A Collaborative and Supportive work environment. Opportunities for professional growth and skill development. Email : info@innovativecapitals.com Mob. : +91 89753 66555
We are leading financial services firm specializing in stock market investment solutions. As part of our growth strategy, we are hiring Sales Executive to promote and open Demat & Trading account for new clients. This role is ideal for individuals who are ambitious, confident and eager to build a rewarding career in the finance and stock broking industry. Key Responsibilities: Identify and connect with potential clients through fieldwork, referrals, event, social media, or cold calling, Explain the need and benefits of Demat & Trading accounts. Provide knowledge about stock market basics and investment tools. Assist client in KYC documentation and online onboarding. Ensure smooth digital or physical verification. Follow up on leads and close sales effectively. Meet weekly and monthly sales targets. Ensure account activation and hand-holding support to clients. Build trust and maintain long-term relationships with customers. Promote mutual funds, SIPs, Insurance and Portfolio Services. Key Qualifications: Educational Background: Bachelors degree or a related field is preferred. Communication and Interpersonal Skills: Strong ability to build rapport with clients and effectively communicate the value of demat accounts. Knowledge of Financial Markets: Understanding of stock market, trading platforms, and investment options. Experience: Prior experience in financial service industry is an advantage but not mandatory. What we offer: Competitive salary package. A collaborative and supportive work environment. Opportunities for professional growth and skill development.
Position Overview We are seeking a reliable and detail-oriented Admin cum Back Office Executive to manage administrative functions and back-office operations in our Personal Finance Professional Firm. The role involves handling office administration, client documentation, coordination with financial institutions, and providing operational support to advisors/relationship managers. Key Responsibilities 1. Office Administration Manage day-to-day office activities including correspondence, filing, and record keeping. Handle incoming/outgoing calls, emails, and client inquiries. Maintain office supplies and ensure smooth office operations. 2. Back Office Operations Process client applications related to insurance, mutual funds, SIPs, loans, etc. Ensure accuracy and timely submission of KYC, policy, and investment documents. Maintain and update client data in CRM/Excel/software. Coordinate with banks, AMCs, insurance companies, and other financial institutions. 3. Client & Advisor Support Assist financial advisors/relationship managers in preparing client reports and presentations. Generate MIS reports, investment statements, and policy schedules. Send timely reminders to clients for SIP renewals, premium payments, and policy updates. 4. Compliance & Documentation Ensure adherence to SEBI, IRDAI, RBI and other regulatory guidelines. Safeguard confidential client information and maintain proper documentation. Prepare and maintain agreements, contracts, and compliance reports. 5. Reporting & Assistance Provide daily/weekly reports to management. Assist in financial accounting tasks like expense tracking and petty cash handling. Support in organizing client events, workshops, and training sessions. Skills & Qualifications Graduate in Commerce/Finance/Management preferred. 13 years of experience in administration/back office (preferably BFSI/financial services). Proficiency in MS Office (Word, Excel, PowerPoint) and financial software. Strong organizational and multitasking abilities. Good communication skills (English, Hindi, Marathi preferred). Integrity, confidentiality, and ability to work independently. What We Offer Competitive salary package. A collaborative and supportive work environment. Opportunities for professional growth and skill development.