to handle client interactions and support lead conversions from our office. The role involves engaging potential customers through calls and WhatsApp, explaining our investment platform, addressing queries, and guiding clients through the onboarding process. Strong follow-up skills, consistent CRM updates, and meeting sales targets are key to success in this position.
Key Responsibilities:
Connect with prospective clients via phone calls and WhatsApp
Explain platform features and recommend suitable investment options
Qualify, nurture, and convert leads throughout the sales cycle
Maintain accurate records of calls, follow-ups, and client details in the CRM
Meet daily, weekly, and monthly performance targets
Requirements:
Excellent communication skills in
English and Hindi
(Malayalam is an added advantage)
Full-time, office-based role
Interest in finance, investments, or mutual fund products
Self-motivated, confident, and strong in follow-up activities
Freshers with strong communication skills are encouraged to apply
Job Type: Full-time
Pay: ₹35,000.00 - ₹50,000.00 per month
Application Question(s):
Current Salary?
Work Location: In person
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