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 robust 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).
Valuable 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