Website:
poridhisolutionhub.com
Job details:
Company Description Poridhi Solution Hub is a comprehensive financial solutions provider specializing in finance management services for individuals and businesses. The organization focuses on simplifying complex financial decisions through personalized guidance in areas such as budgeting, financial planning, and investment management. Its portfolio includes life, general, and health insurance, mutual funds, postal and banking products, and loan services, tailored to diverse needs and objectives. Poridhi Solution Hub is committed to professionalism, integrity, and innovative solutions, supporting clients at every step of their financial journey toward growth and success.
Role Description This is a full-time, on-site Sales Associate role based in Kolkata. The Sales Associate will engage with prospective and existing clients to understand their financial needs and recommend suitable products, including insurance, mutual funds, banking products, and loans. Daily responsibilities include generating leads, conducting consultations, explaining product features and benefits, preparing proposals, and supporting clients through the onboarding process. The role involves maintaining accurate records of interactions, following up on inquiries, coordinating with internal teams to ensure smooth service delivery, and meeting sales and customer satisfaction targets. The Sales Associate will also participate in promotional activities and stay informed about market trends and product updates.
Qualifications
- Strong sales, negotiation, and customer relationship-building skills, with the ability to identify client needs and present appropriate financial solutions.
- Effective communication and interpersonal skills, including clear verbal and written communication and active listening.
- Basic knowledge of financial products such as insurance, mutual funds, and banking services, with a willingness to learn and stay updated on industry trends.
- Solid organizational and time management abilities, including maintaining accurate records, managing multiple client interactions, and meeting deadlines.
- Comfort with using computers and digital tools for documentation, reporting, and client communication.
- Ability to work in an on-site, client-facing environment in Kolkata and collaborate with cross-functional teams.
- Prior experience in sales, finance, banking, or insurance is an advantage but not mandatory; entry-level candidates with strong motivation are encouraged to apply.
- Minimum educational qualification: high school diploma; a bachelor’s degree in business, finance, commerce, or a related field is preferred.
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