Website:
srishtifinancia.com
Job details:
Company Description Srishti Financial Services is a Chennai-based financial firm with over 19 years of experience and three branches, offering a wide range of financial products. The firm provides services including demat accounts, portfolio management, asset management, and a variety of insurance policies. Srishti Financial Services focuses on helping clients make informed investment decisions to succeed in a competitive market. The company conducts seminars and live market training sessions led by professionals to help clients achieve positive trading returns. Its “Learn and earn” motto reflects a commitment to growing together with clients and aspiring finance professionals.
Role Description The Sales and Marketing Specialist will work on-site in Chennai in a full-time capacity, focusing on promoting the firm’s financial and insurance products. Day-to-day responsibilities include identifying prospective clients, conducting sales meetings, explaining product features and benefits, and maintaining strong client relationships. The role involves supporting marketing campaigns, participating in seminars and training programs, and gathering market feedback to improve offerings. The specialist will collaborate with internal teams to meet sales targets, provide excellent customer service, and contribute to brand visibility in the local market. The position requires proactive outreach, follow-up on leads, and consistent documentation of sales activities.
Qualifications
- Candidates should possess strong Communication and Customer Service skills to interact effectively with clients and address their needs.
- Candidates should possess Sales and Sales Management skills to drive revenue, manage pipelines, and meet or exceed targets.
- Candidates should possess Training skills to support client education sessions, seminars, and internal knowledge sharing.
- Background in financial services, investments, or insurance is highly beneficial.
- Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred.
- Ability to work on-site in Chennai with strong time management, negotiation, and presentation skills.
- Comfort using basic office software and CRM tools to track leads, opportunities, and client interactions.
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