Inside Sales Councellor. Wealth Management /advisory

Year    TS, IN, India

Job Description

Job description

Conduct outbound and inbound calls to Prospective and existing clients and take appointments for suggested Financial advice. Provide empathetic and informative counselling to clients to understand their unique financial situations and goals. Gather client information. Fix appointments with Domestic and Offshore clients. Plan and arrange Gmeet. /zoom meet Upkeep and updated on industry regulations, Market news and on industry regulations. Cross sell other relevant financial Products to existing and new clients . Circulate all Dm's and Flyers to all clients on daily basis. Suggested text and Email Updates. Participate in social media activity and kiosks etc. Meet and Exceed KPIs. Follow up and Time management will be monitored closely. Maintain good Client relations.
Job Type: Full-time

Pay: ?16,000.00 - ?20,000.00 per month

Benefits:

Cell phone reimbursement Leave encashment
Compensation Package:

Performance bonus Yearly bonus
Schedule:

Day shift
Ability to commute/relocate:

Ameerpet, Hyderabad, Telangana: Reliably commute or willing to relocate with an employer-provided relocation package (Required)
Education:

Bachelor's (Preferred)
Experience:

Telemarketing: 2 years (Preferred)
Language:

Hindi (Required) English (Required) Telugu (Required)
Location:

Ameerpet, Hyderabad, Telangana (Preferred)
Work Location: In person

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Job Detail

  • Job Id
    JD3778196
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    TS, IN, India
  • Education
    Not mentioned
  • Experience
    Year