Financial Service Associate

💼📈 Job Opening: Financial Service Associate

🏢 Company: SD Growth Mindset Associates

📍 Location: Chambers Mall, 1865 Rajdanga Main Road, Opp Acropolis mall, Kolkata, West Bengal

🌟 About the Company & Role:

SD Growth Mindset Associates works on a growth mindset / CPRS model, building a strong financial community focused on tax-saving investments, Protection plans ,wealth creation, Retirement planning ,financial freedom.

This is a flexible role (not a 10–6 job) with Full-Time & Part-Time options, ideal for people who want to grow in wealth management & financial sales.

💡 About the Job:

We are looking for motivated Financial Service Associates to acquire HNI & NRI clients, promote Ulip Funds, Insurance, PMS / products, and help clients achieve long-term financial goals.

🛠️ Key Responsibilities:

🤝 Acquire & manage HNI / retail clients

📈 Sell Mutual Funds, Insurance & Wealth Products

💰 Provide tax-saving & investment solutions

📞 Client acquisition through meetings & references

📊 Support AUM growth & distributor development

🌱 Be part of a financial community & learning ecosystem

👤 Candidate Profile:

🎂 Age: 27 – 60 Years

👫 Gender: Male & Female (Both allowed)

🎓 Education: 12th Pass

🗣️ English: Basic English

⏳ Experience: Freshers can apply

🕘 Shift: Flexible (Full-Time / Part-Time)

🧠 Required Skills:

💎 Wealth Management Basics

🛡️ Insurance Advisory & Policy Sales

📊 Mutual Fund Sales

🎯 HNI Client Acquisition

📣 Acquisition Marketing & Relationship Building

💰 Income Structure:

💵 Fixed Income: ₹12,000 – ₹15,000

🏆 Incentives: ₹75,000+ (Performance Based)

✨ Why Join Us?

✔️ Flexible working hours

✔️ Not a 10–6 desk job

✔️ Growth mindset & community-based model

✔️ High earning potential

📞 Contact Person: Debaprasad Dasgupta

📱 Call / WhatsApp: 98303 59153