Build and maintain strong relationships with new and existing clients
Understand clients' needs in Investments, Trading, and Insurance, and provide suitable solutions
Handle client queries and resolve issues promptly
Support business growth through cross-selling and upselling financial products
Follow up and update leads using CRM & WhatsApp Automation system
Promote company services such as Mutual Funds, SIP, Equity, and Insurance
Requirements:
Minimum Graduate (B.Com / MBA in Finance preferred)
Experience in Finance / Insurance / Banking / Trading sector is an added advantage
Excellent communication and convincing skills
Confident in client handling and relationship building
Basic computer knowledge and ability to handle WhatsApp/CRM tools
Job Type: Full-time
Pay: ₹12,000.00 - ₹15,000.00 per month
Work Location: In person
Speak with the employer
+91 9803412681
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