Sarathi Germinate Nidhi Limited
Website:
sgsgnl.com
Job details:
Company Profile:
Sarathi Germinate Nidhi Limited is at the forefront of the banking sector, dedicated to fostering a safe and development-oriented environment. Committed to upholding the regulatory standards set by the Reserve Bank of India (RBI), we bridge the gap between investors and aspiring individuals.
Our comprehensive suite of Financial Services includes Savings, Investments, and Fixed Deposits with competitive high-interest rates. We prioritize customer-centricity, offering tailored Savings Accounts and innovative Financial Solutions designed to meet diverse financial needs.
At Sarathi Germinate Nidhi Limited, professionalism and integrity guide our operations. We strive to make complex financial matters easily understandable for our clients, ensuring transparency and trust every step of the way.
Branches: Chennai | Hosur | Coimbatore | Trichy | Madurai
Website: www.sgsgnl.com
Job Description:
We are looking for an experienced and target-oriented Investment Sales Officer with a strong background in financial sales. The candidate will be responsible for generating leads, conducting field sales, acquiring new customers, and driving business growth through the sale of Recurring Deposits (RD), Fixed Deposits (FD), Life Insurance, and other financial products.
The role involves managing the complete sales cycle from lead generation to customer acquisition and documentation, while maintaining strong customer relationships and achieving assigned business targets.
Qualifications:
- Minimum Bachelor’s Degree in Finance, Business, Marketing, or a related field.
- Minimum 3 years of experience in financial sales or business development.
- Hands-on experience in selling RD, FD, Life Insurance, or other financial products.
- Proven experience in field sales and direct customer acquisition.
- Strong experience in lead generation, follow-ups, and sales conversion.
- Good understanding of financial products, market trends, and customer requirements.
- Excellent communication, negotiation, and relationship-building skills.
- Strong target orientation and ability to achieve assigned business goals.
- Good organizational and time-management skills.
Key Responsibilities
- Generate new business through field visits, referrals, networking, cold calling, and other lead-generation activities.
- Identify and approach prospective customers for RD, FD, Life Insurance, and other financial products.
- Handle the end-to-end sales process, from lead generation and customer interaction to product explanation, documentation, and successful conversion.
- Understand customer financial requirements and recommend suitable products based on their needs.
- Conduct regular field visits and actively expand the customer base within the assigned territory.
- Follow up with leads and prospects to maximize conversion opportunities.
- Achieve monthly, quarterly, and annual sales and business targets.
- Develop new business opportunities and expand the organization’s market presence.
- Build and maintain strong relationships with new and existing customers.
- Ensure proper follow-up for renewals, repeat business, and additional financial product opportunities.
- Maintain accurate records of leads, follow-ups, customer interactions, and business generated.
- Coordinate with internal teams for customer documentation, processing, and completion of requirements.
- Conduct market research and monitor competitor activities to identify potential business opportunities.
- Participate in sales campaigns, customer meetings, promotional activities, and other business development initiatives.
- Prepare regular sales reports, lead status reports, and business performance updates for management.
- Contribute towards the overall growth and expansion of Sarathi Germinate Nidhi Limited’s financial services business.
Click on Apply to know more.
