Customer Service Sales Associate

Company Description RASTOGI INVESTMENT is a financial services company based in Prayagraj, Uttar Pradesh, India. The organization serves local clients and communities with investment-related products and services. As a growing business, RASTOGI INVESTMENT focuses on building long-term relationships through trustworthy advice and responsive customer support.

Team members work closely with clients to help them understand financial options and make informed decisions. The company values reliability, professionalism, and strong customer engagement.

Role Description The Customer Service Sales Associate is a full-time, on-site role based in Lucknow. This position is responsible for handling customer inquiries, explaining products and services, and guiding clients through the investment process. Day-to-day tasks include responding to phone calls and walk-in queries, providing accurate information, maintaining client records, and supporting sales activities by identifying customer needs and recommending suitable solutions.

The role also involves following up with prospective and existing clients, assisting with documentation, and coordinating with internal teams to ensure a smooth customer experience. The associate is expected to meet service and sales targets while upholding ethical standards and regulatory guidelines.

Qualifications

Candidates should possess strong customer service and client relationship skills, including active listening, empathy, and a service-oriented mindset.

Candidates should possess effective communication skills, including clear verbal and written communication, and the ability to explain financial concepts in simple terms.

Candidates should possess sales and negotiation skills, with the ability to identify client needs, present solutions, and support closing sales responsibly.

Candidates should possess basic financial literacy and an interest in investment and financial products, with the ability to learn and apply company offerings.

Candidates should possess organizational and administrative skills, including maintaining accurate records, managing documentation, and handling multiple tasks efficiently.

Relevant experience in customer-facing roles, retail banking, or financial services is beneficial.

A minimum of a high school diploma; a bachelors degree in business, finance, or a related field is an advantage.

Comfort working on-site in Lucknow and collaborating with a local team to meet shared goals. .