Job Description

Company Overview: Greetings from Ashutosh Financial Services Private Limited!

We are a professionally managed, ISO 9001:2015 certified company. Established in 2001, we are
committed to providing consistently high-quality financial services and delivering qualitative and
unbiased consultancy across all spheres of financial services, including Investments, Insurance, NRI
services, Income Tax, and Estate Planning. Each division of our company has a dedicated and skilled
team to cater to our clients' needs.

Position: Client Relationship Executive – Investment & Insurance Services

Location: Sterling Apts., Near Jubilee Baug Chowk, Jawahar Road, Rajkot - 360 001, GUJARAT, INDIA.

No. of Vacancies: 1
Salary: ₹20,000 - ₹23,000 per month + Incentives
Experience: 1 to 2 years (Freshers are also welcome to apply)
Education: Minimum Graduate
Working Hours: 10:00 AM to 07:00 PM (1-hour lunch break and half-day on Saturdays)
Gender: Male
Age: 23 to 30 years

Work Profile:

 Conduct client meetings to understand their financial needs and offer suitable investment and
insurance products.

 Sell investment and insurance products to clients based on their requirements.

 Maintain and develop relationships with existing and potential clients.

Requirements:

 Good Communication Skills: Ability to effectively communicate with clients to understand their
needs and present suitable financial products.

 Presentable Personality: Professional appearance and demeanor suitable for client interactions.

 Own Vehicle: Must have a personal vehicle for local travel.

If you are looking for a dynamic career in financial services with a reputed company, we would love to
hear from you.