Financial Sales Associate

Trivesa Hr Consultant Private Limited
Sanpada, Navi Mumbai
₹27,000 - ₹43,000 monthly*

Fixed

₹27,000 - ₹33,000

Average Incentives*

₹10,000

Earning Potential

₹43,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 1 yearMin. 1 year
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

6 applicants

6 applicants

Benefits include:  PF

Benefits include: PF

Job Description

📢 We're Hiring | Financial Sales Executive 📢


📍 Location: Sanpada, Navi Mumbai

💼 Role: Financial Service Sales Executive

🕙 Shift: 10:00 AM – 07:00 PM

📅 Week Off: Sunday + 1st Saturday

🎓 Training: 15 Days (Onboarding after certification)

📅 Batch Joining: 03rd August 2026 


💰 Salary: Up to ₹33,000 Take Home (Based on interview & last drawn salary)

🎯 Plus: Attractive Incentives + PF + Mediclaim


🔹 Job Responsibilities:

✅ Make outbound calls daily

✅ Counsel prospective investors over the phone

✅ Sell equity advisory services and investment plans

✅ Handle the complete sales cycle from lead generation to closure

✅ Follow up with interested customers and convert them into clients


🔹 Eligibility Criteria

✔️ 1–2 years of Outbound BPO Sales experience - Mandatory

✔️ Experience in hardcore sales is required

✔️ Not Eligible : Credit Card, Insurance, Bank Account Opening, DMAT Sales, or CSR experience

✔️ Graduation preferred (HSC can apply if they have excellent communication and sales experience)

✔️ Age: Up to 35 years

✔️ Fluent in English & Hindi (Mandatory)

✔️ Knowledge of the Share Market is an added advantage

✔️ Candidates should be from Navi Mumbai only


🎯 Interview Process:

1️⃣ HR Round (Face-to-Face)

2️⃣ Operations Round (Face-to-Face)


*📲 Interested candidates, share your updated resume @ 8655774699

Job role

Work location
Work locationJuinagar, Sector 11, Sanpada, Navi Mumbai, Maharashtra, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryLife Insurance
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 1 year
Education
Education12th Pass
Skills
SkillsGood Communication Skills, B2B Sales, Sales closure, Outbound sales, Call handling, Vendor relationship management, End to end sales, Life insurance, Mutual funds, Onboarding, Health Insurance, Stock Trading, Investment Advisory, Finance Plan Sales
English level
English levelGood (Intermediate / Advanced) English
Regional language
Regional languageFluent in speaking Kannada, Bengali, Telugu, Gujarati, Malayalam
Age limit
Age limit22 - 35 years
Gender
GenderAny gender

About company

Name
NameTrivesa Hr Consultant Private Limited
Address
AddressJuinagar, Sector 11, Sanpada, Navi Mumbai, Maharashtra, India
Job posted by Trivesa Hr Consultant Private Limited

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You can expect a minimum salary of 27,000 INR and can go up to 43,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have studied 12th Pass and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.

The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

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