Sales Officer and Casher

Mahindra Finance; Kollam; On-site; INR 300,000 - 450,000; Full time

Job summary

Mahindra Finance in India seeks a dynamic sales professional to promote and sell Fixed Deposits, SIPs, Mutual Funds, and Insurance products. The role requires understanding customer needs, generating leads, and achieving sales targets.

The ideal candidate will have graduate education, experience in cross-selling, and willingness to travel. You will engage with customers, assist with documentation, and maintain strong service standards across the network.

Qualifications

• Graduate
• Relavent experience in cross selling
• Willing to travel

Responsibilities

• Promote and sell Fixed Deposits (FD), SIPs, Mutual Funds, and Insurance products.
• Understand customer financial needs and recommend suitable investment solutions.
• Generate leads through existing customers, referrals, and business networks.
• Achieve monthly sales and revenue targets.
• Maintain strong customer relationships and ensure high service standards.
• Assist customers with account opening, investment documentation, and policy issuance.
• Cross-sell financial products including vehicle insurance, life insurance, and health insurance.
• Ensure compliance with regulatory and company guidelines.
• Conduct customer meetings, awareness sessions, and follow-ups for business generation.
• Maintain accurate records of customer interactions and sales activities.

Skills

Sales skills

Cross-selling

Customer relationships

Financial product knowledge

Education

Graduate

Job description

Key Responsibilities

• Promote and sell Fixed Deposits (FD), SIPs, Mutual Funds, and Insurance products.
• Understand customer financial needs and recommend suitable investment solutions.
• Generate leads through existing customers, referrals, and business networks.
• Achieve monthly sales and revenue targets.
• Maintain strong customer relationships and ensure high service standards.
• Assist customers with account opening, investment documentation, and policy issuance.
• Cross-sell financial products including vehicle insurance, life insurance, and health insurance.
• Ensure compliance with regulatory and company guidelines.
• Conduct customer meetings, awareness sessions, and follow-ups for business generation.
• Maintain accurate records of customer interactions and sales activities.

Preferred candidate profile

• Graduate
• Relavent experience in cross selling
• Willing to travel