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The Right way in Indore invites applications for a financial sales role focused on loans, insurance, demat, and mutual funds with Axis Securities partnership. You will engage clients, understand their needs, present products, and tailor solutions to meet goals.
Ideal candidates have strong communication, MS Office skills, and a proactive, analytical mindset to drive growth and comply with regulations.
Company Name – The Right way (Channel partner of Axis Securities LTD) Location - 27A, Nirmala Sadan, MR 09 square, Nearby C21 Mall Indore ( MP ) Experience - Freshers to experienced
Revenue Generation by client handling
Maintain client information in CRM
Contact with prospective clients to understand their financial needs and objectives.
Present and explain the range of financial products and services offered by Axis Securities.
Customize financial solutions to match the specific requirements of clients.
Close sales and achieve individual and team targets.
Filter potential clients from all available prospects
Team work/team handling Stay updated on financial market trends, products, and regulatory changes.
Provide clients with expert advice and recommendations based on market insights
Ensure all documentation related to client accounts, transactions, and compliance is accurate and up-to-date.
Adhere to all regulatory requirements and internal policies.
Prepare and submit regular reports on sales activities, client interactions, and progress toward targets.
Skills and Qualifications –
Any Graduate and MBA Finance & Marketing
Excellent communication skills, convincing power
Excellent command on MS- excel / Ms office
Pro- active, analytical skills & good decisions
Monthly CTC salary between INR 12,000 to INR 18,000, depending on the candidate's experience and qualifications.
Experienced candidates in the same domain will be offered a hike based on theirs skills and experience.
Performance-based incentives.
Paid public optional leaves.
Year-end bonus of up to 10%, based on individual and company performance.
Opportunities for career growth and advancement.
Collaborative work environment.
BBA BCA MBA
MS Office Workplace Culture & Communication Strong Problem-Solving And Analytical Skills
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