- Sales & Advisory: Connect with customers over the call to understand their financial needs and pitch appropriate Insurance policies (Life, Health, General) and Mutual Funds/Investment plans.
- Demat & Trading Support: Assist and guide clients in opening Demat accounts and using trading apps (such as Angel One, Groww, Zerodha, etc.), along with briefing them on investment basics.
- Lead Conversion: Follow up regularly with potential leads provided by the company to ensure successful conversions.
- Cross-Selling: Identify opportunities to cross-sell other relevant financial products to existing clients based on their requirements.
- Relationship Management:
Maintain healthy relationships with customers to ensure long-term retention and drive referrals.
Required Skills & Qualifications:
- Experience: 1 to 2 years of proven experience in selling Insurance, Mutual Funds, or Demat accounts.
- Trading App Knowledge: Sound knowledge and practical understanding of popular trading platforms (Angel One, Groww, Zerodha, etc.) is required.
- Industry Knowledge: Strong understanding of financial markets, mutual funds, and various types of insurance products.
- Communication: Fluent English along with strong convincing and interpersonal skills is mandatory.
- Attributes: Must be target-oriented, self-motivated, and comfortable with making outbound calls.
Perks & Benefits:
- Monthly Fixed Salary + Uncapped Performance Incentives
- Supportive work setting and career growth opportunities
Pay: ₹15,000.00 - ₹20,000.00 per month
Work Location: In person
📌 Sales Executive (India)
🏢 The Catalyst School Of Business (CSB)
📍 India
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