Website:
primeadvisorsfinserve.com
Job details:
Company Description Prime Advisors Finserve is a Srinagar-based financial services company operating as a Direct Selling Agent (DSA) for loans, credit cards, and insurance products across India. The team focuses on providing clear, timely, and trustworthy advisory services to individuals and businesses, helping them select and secure suitable financial solutions. Offerings include home, personal, business, vehicle, and education loans, as well as a wide range of credit cards and life, health, motor, and term insurance. The company partners with leading banks and NBFCs, emphasizing transparent, ethical, and client-first practices, and is trusted by clients across Kashmir and beyond. Prime Advisors Finserve is committed to supporting clients’ financial growth through fast processing, doorstep service, and free advisory support.
Role Description The Sales Executive role is a full-time, on-site position based in Srinagar. The Sales Executive will identify prospective clients, explain loan, credit card, and insurance products, and match customer needs with suitable financial solutions. Responsibilities include managing leads, conducting follow-ups, assisting clients with documentation, and coordinating with partner banks and NBFCs to ensure smooth processing. The role also involves maintaining accurate records of client interactions, achieving sales targets, and providing clear and ethical advisory support aligned with the company’s client-first approach. The Sales Executive will work closely with the internal team to improve service quality and support business growth within Srinagar and surrounding regions.
Qualifications
- Strong sales, negotiation, and persuasion skills, with the ability to convert leads into successful closures.
- Excellent communication and interpersonal skills, including active listening and clear explanation of financial products.
- Basic knowledge of loans, credit cards, and insurance products, with the ability to learn and adapt to new offerings and bank policies.
- Customer service and relationship management skills, with a focus on trust-building, transparency, and ethical conduct.
- Ability to work on-site in Srinagar, manage time effectively, and handle multiple client cases simultaneously.
- Comfort using smartphones, CRM tools, and basic office software for lead tracking and documentation.
- Previous experience in financial services, banking, insurance, or field sales is an advantage but not mandatory.
- Minimum educational qualification: Higher Secondary (12th pass); a bachelor’s degree in business, finance, or a related field is preferred.
- Proficiency in local languages and Hindi; working knowledge of English is beneficial.
- High level of integrity, self-motivation, and willingness to meet targets and work in a performance-driven environment.
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