- Make outbound calls to potential and existing clients.
- Introduce and explain wealth products such as Mutual Funds, Insurance, Bonds, and PMS.
- Generate interest and qualify leads.
- Fix appointments/meetings for the sales or relationship management team.
- Maintain and update client database in CRM.
- Follow up with leads to ensure maximum conversions.
- Achieve daily/weekly/monthly calling and meeting targets.
- Handle basic client queries professionally.