Key Responsibilities:
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.