Salesperson

FINMARG ADVISORY SERVICES PVT LTD.; Ahmedabad District; On-site; INR 300,000 - 500,000; Full time

Job summary

FINMARG ADVISORY SERVICES PVT LTD. in Ahmedabad seeks a motivated Salesperson to grow the local client base. You will identify prospects, present financial products such as mutual funds, SIPs, insurance, and tax-saving options, and close deals while maintaining accurate CRM records.

This on-site role emphasizes relationship-building, target achievement, collaboration with advisory and operations teams, and participation in local marketing efforts to expand business.

Qualifications

• Candidates should possess strong sales and negotiation skills, including lead generation, consultative selling, and closing abilities.
• Candidates should possess effective communication and interpersonal skills, with the ability to explain financial concepts clearly and build long-term client relationships.
• Candidates should possess basic knowledge of financial products such as mutual funds, SIPs, insurance, and tax-saving investments, or be willing to learn quickly.
• Candidates should possess planning and organizational skills, including time management, pipeline management, and accurate documentation of client interactions.
• Candidates should possess proficiency in using digital tools and CRM or sales software for tracking leads, appointments, and performance metrics.
• Relevant experience in financial services, banking, insurance, or retail sales is preferred but not mandatory for highly motivated learners.
• A minimum of a bachelor’s degree in business, finance, or commerce or related field is preferred; equivalent practical experience is also considered.
• Candidates should be comfortable working on-site in Ahmedabad, meeting field and office requirements, and achieving defined sales targets ethically.

Responsibilities

• Prospecting and meeting potential clients to present Finmarg's products and services.
• Understanding client needs, preparing proposals, and following up to close sales while maintaining CRM records.
• Coordinating with advisory and operations teams to ensure smooth onboarding and ongoing service.
• Meeting or exceeding sales targets and contributing to local marketing and outreach initiatives.
• Building strong client relationships and providing ongoing support with integrity and transparency.

Skills

Sales & negotiation

Communication & interpersonal skills

Financial product knowledge

Planning & organizational skills

CRM / sales tooling proficiency

Industry experience in financial sales

Education

Bachelor’s degree in business/finance/commerce or related field

Tools

CRM software

Lead generation tools

Job description

Company Description Finmarg Advisory Services Pvt. Ltd. is a financial services firm based in Ahmedabad, dedicated to helping individuals and businesses achieve long-term financial growth and security. Founded in 2025, the company offers customized financial solutions aligned with each client’s goals, including Mutual Funds, SIP Planning, Stock Market Investments, and comprehensive Insurance options. Finmarg also provides strategic guidance on tax-saving investments and wealth management to support informed financial decisions. The firm emphasizes disciplined investing, risk management, and personalized advisory, building long-term relationships grounded in trust, transparency, and consistent performance. Serving clients across India, Finmarg’s mission is to help people grow, protect, and manage their wealth effectively.

Role Description This is a full-time, on-site Salesperson role based in Ahmedabad. The Salesperson will identify and engage potential clients, present Finmarg’s financial products and services, and explain solutions such as mutual funds, SIPs, insurance plans, and tax-saving instruments in clear, accessible terms. Daily activities include prospecting, conducting client meetings, understanding client needs, preparing proposals, and following up to close sales while maintaining accurate records in the CRM or sales tracking system. The role involves coordinating with advisory and operations teams to ensure smooth onboarding and ongoing service, as well as meeting or exceeding sales targets and contributing to local marketing and outreach initiatives. The Salesperson is expected to build strong client relationships, provide ongoing support, and uphold company standards of integrity and transparency.

Qualifications

• Candidates should possess strong sales and negotiation skills, including lead generation, consultative selling, and closing abilities.
• Candidates should possess effective communication and interpersonal skills, with the ability to explain financial concepts clearly and build long-term client relationships.
• Candidates should possess basic knowledge of financial products such as mutual funds, SIPs, insurance, and tax-saving investments, or be willing to learn quickly.
• Candidates should possess planning and organizational skills, including time management, pipeline management, and accurate documentation of client interactions.
• Candidates should possess proficiency in using digital tools and CRM or sales software for tracking leads, appointments, and performance metrics.
• Relevant experience in financial services, banking, insurance, or retail sales is preferred but not mandatory for highly motivated learners.
• A minimum of a bachelor’s degree in business, finance, commerce, or a related field is preferred; equivalent practical experience is also considered.
• Candidates should be comfortable working on-site in Ahmedabad, meeting field and office requirements, and achieving defined sales targets ethically.