Job Responsibilities Build and maintain strong relationships with new and existing clients Understand clients needs in Investments Trading and Insurance and provide suitable solutions Handle client queries and resolve issues promptly Support business growth through cross-selling and upselling financial products Follow up and update leads using CRM WhatsApp Automation system Promote company services such as Mutual Funds SIP Equity and Insurance Requirements Minimum Graduate B Com MBA in Finance preferred Experience in Finance Insurance Banking Trading sector is an added advantage Excellent communication and convincing skills Confident in client handling and relationship building Basic computer knowledge and ability to handle WhatsApp CRM tools Job Type Full time Pay 8 000 00 - 15 000 00 per month Work Location In person