Financial Advisor
Larren Square Management
Financial Advisor
Larren Square Management
Civil Lines, Agra
₹11,000 - ₹45,000 monthly*
Fixed
₹11000 - ₹20000
Average Incentives*
₹25,000
Earning Potential
₹45,000
You can earn more incentive if you perform well
Job Details
Interview Details
Job highlights
Fast HR reply
61 applicants
Benefits include: Travel Allowance (TA), Petrol Allowance, Flexible Working Hours
Job Description
Job Summary:
We are seeking a highly motivated and detail-oriented Sales Operations Specialist to join our growing team. In this role, you will support the sales organization with operational efficiency, process optimization, data analysis, and CRM management to drive overall sales performance and growth.
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Key Responsibilities:
• Support sales team with tools, reports, and systems to improve productivity and forecasting accuracy
• Maintain and optimize CRM (e.g., Salesforce) ensuring data integrity and consistency
• Generate regular sales reports, dashboards, and analytics for leadership and stakeholders
• Collaborate with cross-functional teams including marketing, finance, and customer success to streamline sales processes
• Assist in sales planning, territory design, quota setting, and incentive compensation
• Identify bottlenecks and propose solutions for continuous improvement in the sales cycle
• Train new sales team members on systems and processes
• Coordinate and support the implementation of new sales tools and technologies
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Requirements:
• Bachelor’s degree in Business, Marketing, Finance, or related field
• Fresher + experienced in sales operations, business operations, or a related field
• Proficiency with CRM systems (Salesforce preferred), Excel/Google Sheets, and reporting tools
• Strong analytical skills and attention to detail
• Excellent communication and organizational skills
• Ability to manage multiple projects and meet deadlines in a fast-paced environment
Job role
Work location
Ujjivan Small Finance Bank - Sanjay Place Agra Branch, nr. Hdfc Bank, Sanjay Palace, Sanjay Place, Civil Lines, Agra, Uttar Pradesh, India
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Skills
B2B Sales, B2C sales, Life insurance, Mutual funds, Mutual Fund Sales, Retirement Plans
English level
Good (Intermediate / Advanced) English
Age limit
20 - 38 years
Gender
Female
About company
Name
Larren Square Management
Address
Ujjivan Small Finance Bank - Sanjay Place Agra Branch, nr. Hdfc Bank, Sanjay Palace, Sanjay Place, Civil Lines, Agra, Uttar Pradesh, India
Job posted by Larren Square Management
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