Role & responsibilities

1. call leads, prospects, clients, manage relationships, engage clients, update their financials

2. resolve client queries proactively, stay connected with clients

3. follow up clients for their service criterias, identify opportunities of up sell and cross sell

4. Assessing Client Situations

5. Source potential customers from market and initiate relationship with them

- Understand needs of the prospects and propose solutions as offered by Sampadha
- Convert the leads (prospects) to customers and onboard to Client Database of Sampadha
- Maintain relationship with the customers for developing further network
- Take ethical decisions within the scope of responsibility, to support the business growth
- Maintain complete data and documentation pertaining to the assigned tasks
- Exchange and update information for the supervisor and relevant internal members
- Make recommendations to management /solicit advice from management on client-study, client-preferences for making better decisions in the segment
- Ensure timely and complete reporting to the supervisor

Preferred candidate profile

NISM are preferred

📌 Investment Sales Manager (Hyderabad)
🏢 Sampadha
📍 Hyderabad