2 years

1 - 2 Lacs

Posted:4 hours ago| Platform: GlassDoor logo

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On-site

Job Type

Full Time

Job Description

Job Opportunity: Sales & Marketing Executive

Company: Sarathi Financial & Management Services

Location: Sector-29, Noida (Near Botanical Garden Metro Station)

Experience: Minimum of 2 Year in Sales

Job Type: Permanent / Full-Time

About Us:

Sarathi Financial & Management Services has been a trusted name in financial advisory for over 28 years. We are registered with AMFI and provide a comprehensive range of services including Mutual Funds, Insurance, and Wealth Management. We are looking for an honest, dedicated, and long-term team member to join our growth story.

Key Responsibilities:

  • Product Sales: Actively promote and sell financial products including Mutual Funds & SIPs, Life & General Insurance (Health, Motor, Travel), and Company Fixed Deposits.
  • Client Acquisition: Identify new clients and generate leads for Loans, Stocks/Share Trading
  • Relationship Management: Build and maintain long-term relationships with clients based on trust and ethical advice.
  • Cross-Selling: Introduce existing clients to additional services like HDFC Account Opening, PMS & AIF, and Capital Gain Bonds.
  • Market Presence: Contribute to the company's visibility in the local Noida market.
  • Field Work: Commute to various locations to meet clients face-to-face, explain product benefits, and close deals.

Candidate Requirements:

  • Experience: At least 2 year of proven experience in relevent feild.
  • Knowledge: Basic understanding of financial instruments like SIPs, Insurance policies, and Tax planning.
  • Personality: We value honesty and integrity above all. We are looking for a trustworthy individual who wants a stable, long-term career.
  • Commute: Preference for candidates living in or near Noida. Our office is conveniently located at Ganga Shopping Complex, Sector-29, near the Botanical Garden Metro Station.

How to Apply:

Interested candidates can share their CV or contact us directly:

  • Email: biswajit@sarathifinancial.com
  • Phone: (+91) 9213247772

Job Types: Full-time, Permanent

Pay: ₹12,000.00 - ₹20,000.00 per month

Ability to commute/relocate:

  • Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • Do you Have a 2 Wheeler ?

Work Location: In person

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