Company Description Sarathi Germinate Nidhi Limited operates at the forefront of the banking sector, focusing on a safe, growth-oriented financial environment. The organization adheres to Reserve Bank of India (RBI) regulatory standards while connecting investors with individuals seeking financial opportunities. Its services include savings, investments, and fixed deposits with competitive interest rates, supported by customer-centric, tailored financial solutions. The team emphasizes professionalism, integrity, and transparency, making complex financial concepts accessible and easy to understand. Sarathi Germinate Nidhi Limited is committed to redefining the banking experience and supporting clients in unlocking their financial potential.
Role Description The Financial Sales Officer is a full-time, on-site position based in Hosur. In this role, the individual will promote and sell financial products such as savings accounts, fixed deposits, and investment plans to existing and prospective customers. Daily responsibilities include meeting clients, understanding their financial needs, presenting suitable solutions, and supporting them through account opening and documentation processes. The role involves maintaining accurate sales records, coordinating with branch and back-office teams, and ensuring compliance with internal policies and regulatory guidelines. The Financial Sales Officer will also be expected to achieve sales targets, participate in local marketing initiatives, and provide clear, customer-focused communication to build long-term relationships.
Qualifications
- Candidates should possess skills in Finance, Financial Statements, and Financial Reporting.
- Candidates should possess strong Analytical Skills.
- Candidates should possess effective Communication skills, including clear verbal and written interaction with customers.
- Ability to meet sales targets and work with customer-centric goals in a banking or financial services environment.
- Basic understanding of RBI and banking regulations relevant to retail financial products.
- Strong attention to detail, accuracy in documentation, and integrity in handling financial information.
- Comfort working on-site in Hosur and engaging with local customers on a regular basis.
- Preferred qualifications include a diploma or degree in finance, commerce, business, or a related field, along with prior experience in banking or financial sales.
