Roles And Responsibilities

- Responsible for Business development through franchise development/acquisition and retention of clients.

- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products such as mutual funds and Insurance.

- Acquire new customers through active referrals from clients in the existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.

- Attend post result con-calls, and meets for improved client servicing.

- Understanding customer requirements and providing best equaled services.

- Conduct regular Client Meetings & update the same in the meeting tracker

- Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.





- Track customer complaints/queries and turnaround times for customer satisfaction.

Requirements And Skills

- The Ideal Candidate will have 3-10 years of Work Experience.

- Bachelor’s degree in business, marketing, or related field.

- Experience in sales, marketing, or related field.

- Positive Knowledge of the Stock Market & Share Market.

- Strong communication skills and IT fluency.

- Ability to manage complex projects and multi-task.

- Excellent organizational skills.

- Ability to flourish with minimal guidance, be proactive, and handle uncertainty.

- Proficient in Word, Excel, Outlook, and PowerPoint.

- Comfortable using a computer for various tasks.

📌 Lead- Telecalling, Digital Business (Delhi)
🏢 Pocketful
📍 Delhi