Website:
swastikfinancialsolutions.com
Job details:
Company Description Swastik Financial Solutions Private Limited is a professionally managed financial advisory firm offering comprehensive services across loans, investments, structured finance, and strategic financial planning. The firm supports individuals, SMEs, and corporates in accessing suitable financial opportunities through informed guidance and tailored solutions. With strong institutional relationships, Swastik Financial Solutions focuses on delivering reliable, transparent advice that aligns with clients’ long-term goals. The organization emphasizes integrity, client-centric service, and sustainable financial growth, creating a professional environment for team members to develop their expertise.
Role Description Business Executives at Swastik Financial Solutions will engage with prospective and existing clients to understand their financial needs and recommend appropriate loan, investment, and structured finance solutions. Day-to-day responsibilities include generating and qualifying leads, conducting client meetings, preparing proposals, coordinating with internal teams and financial institutions, and ensuring timely follow-up on applications and documentation. Business Executives will also track market trends, maintain accurate records of client interactions, and work towards defined sales and relationship targets while upholding high standards of transparency and compliance. This is a full-time, on-site role based in Chennai, requiring close collaboration with colleagues and stakeholders to deliver consistent, high-quality client service.
Qualifications
- Ability to build and maintain client relationships, with strong interpersonal and communication skills focused on trust, clarity, and long-term engagement.
- Sales and business development capabilities, including lead generation, negotiation, closing skills, and consistent achievement of performance targets.
- Financial acumen and analytical skills to understand loan, investment, and structured finance products, assess client profiles, and interpret basic financial data.
- Organizational and time management skills to handle multiple client accounts, documentation processes, and follow-ups efficiently and accurately.
- Proficiency in standard office productivity tools and CRM or sales tracking software, with the ability to learn new systems quickly.
- Bachelor’s degree with relevant experience in financial services, banking, or advisory roles is an advantage.
- Comfort working in an on-site, target-driven environment in Chennai, with a proactive, ethical, and client-focused approach.
- Knowledge of local market dynamics and fluency in English; familiarity with regional languages used in Chennai is beneficial.
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