Sales Associate

Poridhi Solution Hub

About the Role

A full-time, on-site position based in Kolkata. The Sales Associate will engage with prospective and existing clients to understand their financial needs and recommend suitable products such as insurance, mutual funds, and banking solutions.

Key Responsibilities

• Conduct client meetings.
• Explain product features and benefits.
• Prepare proposals.
• Follow up on leads to close sales.
• Maintain accurate records of client interactions.
• Collaborate with internal teams to ensure smooth service delivery.
• Participate in promotional activities or events.
• Build strong, trust-based relationships.
• Consistently meet or exceed sales targets.

Requirements & Tech Stack

• Sales and negotiation skills, with the ability to convert leads into long-term client relationships.
• Knowledge of financial products such as insurance, mutual funds, and banking services, or a willingness to learn quickly.
• Effective communication and interpersonal skills, including active listening and clear, client-focused presentation abilities.
• Basic analytical and numeracy skills.
• Customer service orientation, with a focus on integrity, professionalism, and responsiveness.
• Ability to work on-site in Kolkata.
• Ability to manage time efficiently and handle multiple client engagements.
• Proficiency with common digital tools (e.g., email, spreadsheets, CRM or sales tracking software) is beneficial.

Qualifications

• Prior experience in sales or financial services is an advantage.
• A bachelor’s degree in business, finance, or a related field is preferred but not mandatory.