We are looking for an enthusiastic and target-oriented Executive – US Financial Advisor to join our team. The candidate will be responsible for generating leads through outbound calls in the US market, understanding customer requirements, pitching suitable financial plans/services, and achieving monthly targets.
Key Responsibilities
- Generate leads through outbound calls targeting customers in the US territory.
- Identify potential customers and understand their requirements.
- Pitch relevant financial plans/services based on customer needs.
- Maintain accurate customer and follow-up records in the CRM.
- Select and update the correct disposition for every customer interaction.
- Conduct regular follow-ups with prospective customers.
- Identify process gaps and communicate them to management for improvement.
- Maintain proper reference and customer interaction records.
- Consistently achieve assigned monthly targets and performance goals.
- Follow company policies, quality standards, and process guidelines.
Candidate Requirements
- Minimum qualification: 12th Pass.
- Candidates must be physically available to work from Noida.
- Comfortable working in US shifts.
- Good verbal and written English communication skills.
- Good typing speed and basic computer knowledge.
- Solid convincing, negotiation, and customer-handling skills.
- Target-oriented with a positive and proactive approach.