Company Description Finserv Bhavan Company is a Mumbai-based financial services provider offering loans, investment plans, and insurance solutions since 2015. The organization delivers secured and unsecured loans, specialized loan options, and a wide range of general and life insurance products to support individual and business financial goals. It also provides diversified investment products, including fixed deposits, education-focused plans, ULIPs, and pension investments, helping customers build long-term financial security. With strong partnerships across major banks and NBFCs in India, Finserv Bhavan focuses on expert guidance, competitive offerings, and a transparent, customer-centric approach. The company is committed to delivering tailored financial solutions that prioritize customer satisfaction and trust.
Role Description The Salesperson role at Finserv Bhavan is a full-time, on-site position based in Mumbai. The Salesperson will engage potential and existing customers to understand their financial needs and recommend suitable loan, insurance, and investment products. Daily responsibilities include generating leads, conducting client meetings, explaining product features and benefits, preparing and submitting applications, and following up on documentation and approvals. The role also involves maintaining relationships with banking and NBFC partners, tracking sales performance, and updating customer records in alignment with company processes. The Salesperson is expected to meet sales targets while upholding ethical standards and ensuring clear, transparent communication with every customer.
Qualifications
- Candidates should possess strong sales and negotiation skills, with the ability to close deals and achieve or exceed targets.
- Candidates should possess customer relationship management and client servicing skills, including active listening and problem-solving.
- Candidates should possess communication and interpersonal skills, with clear spoken and written English; proficiency in local languages is an advantage.
- Candidates should possess basic financial understanding of loans, insurance, and investment products, or be willing to learn quickly.
- Candidates should possess organizational and time-management skills to handle multiple leads, follow-ups, and documentation efficiently.
- Relevant experience in financial services, banking, or insurance sales is preferred but motivated entry-level candidates may be considered.
- Minimum of a high school diploma; a bachelor's degree in business, finance, or a related field is an added advantage.
- Comfort working on-site in Mumbai, with readiness for field visits, client meetings, and coordination with external partners.
