Front line sales

Role Description

This is a full-time, on-site Front Line Sales role based in Mumbai.

Key Responsibilities

• Engaging with prospective and existing customers.
• Understanding customer financial needs.
• Recommending appropriate products and services.
• Conducting customer meetings.
• Explaining product features and benefits.
• Supporting customers through the onboarding and documentation process.
• Achieving assigned sales targets.
• Maintaining accurate records of customer interactions.
• Collaborating with internal teams to ensure a smooth service experience.
• Consistent follow-up.
• Market awareness.
• Adherence to company policies and compliance standards.

Qualifications

• Strong customer-facing and relationship-building skills.
• Ability to understand and address client needs effectively.
• Sales aptitude, including lead generation, negotiation, and closing skills.
• Focus on meeting or exceeding targets.
• Clear verbal and written communication skills.
• Ability to explain financial products in a simple, understandable manner.
• Basic numerical and analytical skills.
• Ability to work in a fast-paced, on-site environment in Mumbai.
• Proactive and results-oriented mindset.
• Minimum educational qualification: graduate degree in any discipline.
• Commitment to ethical conduct, customer centricity, and adherence to regulatory and company compliance standards.
• Fresher also welcome.

Preferred Qualifications

• Prior experience in financial services or front-line sales.
• Additional certifications in finance or sales are an advantage.