to manage client interactions and drive lead conversions from our office. This role involves engaging prospective clients via calls and WhatsApp, explaining our investment platform, addressing queries, and assisting with client onboarding.
Key Responsibilities
Connect with prospective clients through phone calls and WhatsApp messages
Present platform features and recommend suitable investment options
Qualify leads, follow up consistently, and close sales
Maintain accurate client records in the CRM system
Achieve daily, weekly, and monthly sales targets
Requirements
Strong communication skills in English and Hindi (knowledge of Malayalam is a plus)
Interest in finance, investments, or mutual fund products
Confident, self-motivated, and diligent in follow-ups
Full-time, office-based role
Freshers with excellent 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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