Industry: Financial Advisory (Share Market Trading, Mutual Funds, Health & Life Insurance, Specialized Financial Products) Location: Kolshet, Thane West, Mumbai Job Type: Full-time We are looking for a highly motivated and results-driven Marketing Executive to join our financial advisory firm. The ideal candidate will be responsible for acquiring new clients, selling financial products, and building long-term relationships. The role requires strong sales acumen, financial product knowledge, and excellent communication skills to help clients make informed investment decisions. Key Responsibilities: Client Acquisition & Sales Growth: Identify and approach potential clients through networking, referrals, cold calling, and digital outreach. Explain and market financial products including mutual funds, health insurance, life insurance, and specialized investment solutions. Develop customized financial solutions based on client needs, goals, and risk appetite. Relationship Management & Client Retention: Build and maintain strong relationships with clients to ensure long-term engagement. Conduct regular follow-ups and investment reviews with existing clients. Provide excellent customer service and assist clients with their financial queries. Work on upselling and cross-selling financial products to maximize value for clients. Market Research & Financial Advisory: Stay updated on market trends, investment opportunities, and competitor offerings. Educate clients on financial products, market risks, and potential returns. Sales Reporting & Compliance: Maintain accurate records of client interactions, sales reports, and revenue generation. Ensure compliance with financial regulations and company policies. Participate in training programs and continuous learning initiatives. Qualifications & Skills Required: Education: Bachelor’s degree in Business, Finance, Marketing Experience: 1-3 years of experience in financial product marketing, Banking or insurance business Skills: Strong marketing and negotiation skills. Good understanding of investment products, insurance and financial planning. Excellent communication and interpersonal skills. Ability to handle client objections and close deals effectively. Proficiency in CRM tools, MS Office, and digital sales techniques. Why Join Us? Attractive incentives and performance-based bonuses. Career growth opportunities in the financial services industry. Training and development in sales & marketing techniques & financial products. Job Type: Full-time Pay: From ₹20,000.00 per month Schedule: Day shift Fixed shift Work Location: In person

Job Title: Data Entry Operator Location: [Ambad / Your preferred location] Salary: ₹12,000 – ₹15,000 per month Qualification: B.Com Experience: 0–1 year (Freshers can apply) Key Responsibilities: Enter and update data in Tally and Excel with accuracy Maintain and organize records, documents, and files Generate daily reports and assist in basic accounting entries Perform regular data backups and ensure data security Support the accounts team in day-to-day tasks Skills Required: Proficiency in Tally ERP Good knowledge of MS Excel and basic computer operations Strong attention to detail and accuracy Good typing speed Preferred Candidate: B.Com graduate Basic understanding of accounting and billing Job Type: Full-time Pay: ₹12,000.00 - ₹15,000.00 per month Schedule: Day shift Fixed shift Language: English (Preferred) Work Location: In person