Sales and Marketing Coordinator
Sarathi Financial & Management Services is a financial advisory firm seeking a Sales and Marketing Executive to drive product sales and client acquisition in Noida. The role involves promoting mutual funds, insurance, and wealth management products while building long-term client relationships through ethical advisory. Candidates are expected to manage field work and cross-sell financial services to new and existing clients. This is a permanent, full-time position requiring at least two years of relevant sales experience.
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Experience
2+ years
Function
Sales
Work mode
Onsite, India
Company
Tier 3
What you will work on
Sarathi Financial & Management Services is a financial advisory firm seeking a Sales and Marketing Executive to drive product sales and client acquisition in Noida. The role involves promoting mutual funds, insurance, and wealth management products while building long-term client relationships through ethical advisory. Candidates are expected to manage field work and cross-sell financial services to new and existing clients. This is a permanent, full-time position requiring at least two years of relevant sales experience.
TAL's take
Role is a standard field sales position at a small local firm with limited growth or market-wide technical prestige.
Clear and coherent role definition focusing on sales and client relationship management for financial products.
Must haves
- 2 years of proven experience in sales
- Basic understanding of financial instruments like SIPs and insurance
- Honesty and integrity
- Ability to commute to Noida office
About the company
Small, local financial advisory firm with no significant engineering presence or external investment profile.
Posts mentioning Sarathi Financial & Management Services
InCred CFO Vivek Bansal Quits to Launch Fintech Startup with Kotak's Sunil Daga
- Vivek Bansal, InCred CFO, and Sunil Daga, Kotak President, are launching Saarathi Finance, an MSME-focused NBFC. - Both are serving notice periods and seeking Rs 600 crore in equity funding for the venture. - Saarathi Finance, registered in August, has applied for an NBFC license with the RBI. - The company aims to provide secured loans to MSMEs and unsecured personal loans via a digital-first super app. - Bansal and Daga bring extensive experience in banking and SME lending to the new venture. Source: [Moneycontrol](https://www.moneycontrol.com/technology/mc-exclusive-incred-cfo-vivek-bansal-quits-to-launch-fintech-startup-kotak-president-sunil-daga-set-to-join-article-12817241.html)
Saarthi.AI - a disaster waiting to happen
The founder had reached out to me sometime back requesting to put some amount in his startup, his product looks interesting but I never really liked his behaviour and chose to pass on this investment and I can now say that it was the right decision. The founder is infamous for his attitude, you guys should see his pitch in a show called Horse's Stable (Shark Tank before Shark Tank launched) on YouTube where he lashes out at one of the panelists/sharks on asking him a few tough questions.
India Cracks Down on International Spoofed Calls
- The Department of Telecom (DoT) has launched the 'International Incoming Spoofed Calls Prevention System' to combat spoofed calls. Within 24 hours, 90% of such calls were blocked. - Telecom providers are now tagging international calls to alert subscribers, with Airtel already implementing this. - The DoT advises caution with unfamiliar international numbers and encourages reporting suspected fraud to the Chakshu facility on Sanchar Saathi. Source: [The Economic Times](https://economictimes.indiatimes.com/industry/telecom/telecom-news/govt-warns-subscribers-against-unfamiliar-international-calls/articleshow/116635668.cms), [Hindustan Times](https://www.hindustantimes.com/india-news/display-international-call-for-calls-from-abroad-to-curb-scams-dot-to-telecos-101735050551449.html)