Identify and generate new sales opportunities through cold calling, networking, and referrals.
Understand client needs and recommend suitable financial products (e.g. Mutual Fund, Investment plans, insurance, etc.).
Develop and maintain long-term relationships with clients to drive customer loyalty.
Meet or exceed monthly and quarterly sales targets.
Maintain a strong understanding of company products, policies, and industry trends.
Prepare and deliver presentations to potential clients.
Maintain accurate records of sales activities and client interactions using CRM software
Identify and generate new sales opportunities through cold calling, networking, and referrals.
Understand client needs and recommend suitable financial products (e.g. Mutual Fund, Investment plans, insurance, etc.).
Develop and maintain long-term relationships with clients to drive customer loyalty.
Meet or exceed monthly and quarterly sales targets.
Maintain a strong understanding of company products, policies, and industry trends.
Prepare and deliver presentations to potential clients.
Maintain accurate records of sales activities and client interactions using CRM software
Job Type: Full-time
Pay: ₹30,000.00 - ₹35,000.00 per month
Compensation Package:
Yearly bonus
Schedule:
Day shift
Education:
Bachelor's (Preferred)
Language:
English (Preferred)
Work Location: In person
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