Commission Sales Associate

Company Description Investment Sarthi is a growing financial services organization focused on helping clients make informed, long-term investment decisions. The company offers a range of investment and advisory solutions designed to support individuals and businesses in building and preserving wealth. With a client-centric approach, Investment Sarthi emphasizes transparency, market knowledge, and personalized guidance. Team members collaborate closely to deliver ethical, data-driven recommendations and foster lasting client relationships. The organization values continuous learning and professional development in a dynamic financial market environment.
Role Description This is a full-time Commission Sales Associate role based in Mumbai, offered in a hybrid model that combines on-site client engagement with some work-from-home flexibility. The Commission Sales Associate will identify and reach out to potential clients, explain investment products and services, and manage the full sales cycle from lead generation to closing deals. Day-to-day responsibilities include conducting client meetings, maintaining regular follow-ups, preparing basic investment proposals, and recording client interactions in internal systems. The role also involves staying updated on market trends, collaborating with the advisory team to refine offerings, and achieving agreed-upon sales and revenue targets. The position is suited to individuals who are motivated by performance-based earnings and interested in building a career in financial services.
Qualifications
Strong communication and interpersonal skills, with the ability to build trust and long-term client relationships.
Sales aptitude, including lead generation, negotiation, and closing abilities in a target-driven environment.
Basic understanding of financial products, investments, or willingness to quickly learn and adapt in the financial domain.
Organizational and time-management skills to handle multiple clients, follow-ups, and documentation efficiently.
Comfort with using digital tools and office software for client tracking, reporting, and remote collaboration.
Self-motivation, resilience, and a results-oriented mindset suitable for a commission-based compensation structure.
Prior experience in sales, banking, insurance, or financial services is an advantage but not mandatory.
Bachelor’s degree in any discipline preferred; relevant certifications in finance or sales will be beneficial.

Work arrangement
Hybrid