Key Responsibilities

- Contact prospective clients through calls, follow-ups, and other communication channels.
- Understand clients' financial goals and recommend suitable advisory services.
- Explain the company's financial products and advisory plans in a skilled manner.
- Generate and qualify leads from various sources.
- Build and maintain strong relationships with clients.
- Follow up with interested prospects and convert them into customers.
- Achieve monthly sales and revenue targets.
- Maintain accurate records of client interactions in the CRM system.
- Coordinate with internal teams to ensure smooth client onboarding.
- Stay updated on financial market trends and company offerings.

Required Skills

- Excellent verbal and written communication skills.




- Strong sales and negotiation abilities.
- Ability to build rapport and maintain client relationships.
- Basic understanding of financial markets and investment products (preferred).
- Good presentation and convincing skills.
- Self-motivated, target-oriented, and eager to learn.
- Proficiency in MS Office and CRM software.

Eligibility

- Bachelor's degree in Business, Commerce, Finance, Marketing, or a related field.
- 06 months –1 years of experience in Sales, Business Development, Financial Services

📌 Financial Sales Associate (Indore)
🏢 Pheonix Capital Research
📍 Indore