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

Work from Office

Full Time

Any experience

Good (Intermediate / Advanced) English

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.



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



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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