Job Description

An Insurance Sales Person (ISP) is responsible for promoting and distributing insurance solutions such as life, health, motor, and general insurance products to individuals and businesses. The role involves understanding client needs, explaining suitable policy options, and assisting them in selecting the right coverage.

The ISP is expected to generate leads, build long-term client relationships, and achieve sales targets through ethical and professional practices. They also support clients with policy renewals, documentation, and basic service requests while ensuring compliance with regulatory guidelines.

At firms like Shashwat Fincap, an ISP plays a key role in helping clients secure their financial future through trusted insurance advisory and service excellence.

1–3 Years Experience
Location: Ahmedabad

Field Sales Executive (FSE):

Shashwat Fincap is seeking a dynamic and result-oriented Field Sales Executive to promote and acquire clients for our diverse financial products excluding insurance. The role involves meeting prospective customers, understanding their financial needs, and offering suitable solutions such as Mutual Funds, SIPs, Loans, Fixed Income Products, Wealth Advisory, and other investment opportunities.

The candidate will be responsible for generating leads through field visits, referrals, networking, and local market outreach. Building strong client relationships, ensuring timely follow-ups, and achieving monthly sales targets will be key responsibilities.

The ideal candidate should possess good communication skills, confidence in client interaction, and a basic understanding of financial products. Prior experience in field sales, banking, NBFC, mutual fund distribution, or financial services will be preferred.

Preferred Experience:

1 to 3 years in field sales / BFSI / financial products sales.
Location: Ahmedabad / Gujarat (as applicable)

Back Office Executive,

Job Description:

Shashwat Fincap is looking for a detail-oriented and organized Back Office Executive to support daily administrative, operational, and client servicing functions across our financial services business. The role involves managing backend processes, maintaining accurate records, coordinating with clients and partners, and ensuring smooth day-to-day operations.

The candidate will be responsible for handling documentation, data entry, client onboarding support, policy servicing, insurance renewal coordination, investment-related processing, follow-up with financial institutions, report preparation, and assisting the sales team with operational requirements

Preferred Experience:

1 to 3 years in back office / admin / BFSI operations.
Location: Ahmedabad / Gujarat