Sales Associate

About the Role

Balaji Nivesh Pvt. Ltd. is a growing financial services company focused on helping individuals and businesses make informed investment and savings decisions. The organization aims to provide clear, reliable guidance on a range of financial products, supporting long-term wealth creation and financial security. Team members work in a collaborative environment that values integrity, client service, and continuous learning. Joining Balaji Nivesh Pvt. Ltd. offers opportunities to build a career in sales within the financial sector and contribute to the company’s expanding presence in Kolkata.

The Sales Associate role is a full-time, on-site position based in Kolkata.

Key Responsibilities

• Engage with prospective and existing clients.
• Explain financial products and services.
• Support clients in choosing suitable solutions based on their needs and risk preferences.
• Make outbound calls.
• Conduct in-person meetings.
• Follow up on leads.
• Maintain accurate records of interactions.
• Meet individual and team sales targets.
• Coordinate with internal teams to ensure smooth onboarding of clients.
• Resolve basic queries.
• Provide timely updates on product changes and market developments.
• Adhere to compliance guidelines.
• Contribute to a professional, customer-focused environment.

Qualifications

• Strong communication and interpersonal skills, with the ability to build trust and rapport with diverse clients.
• Basic numerical and analytical skills to understand financial products and explain them clearly.
• Skills in relationship management and customer service, including handling queries, feedback, and follow-ups professionally.
• Organizational and time-management skills to manage leads, appointments, and reporting efficiently.
• Proficiency in common office and CRM software, and comfort working with digital tools and documentation.
• A strong work ethic, willingness to learn, and ability to work towards clear sales targets in a structured environment.

Relevant qualifications such as a bachelor’s degree in business, finance, commerce, or a related field are beneficial; prior sales or financial services experience is an advantage.