Job Description of Relationship Executive/Tele Sales Executive

Role: Relationship Executive / Telesales Executive
Roles Responsibilities:
Conduct outbound calls to potential clients to promote our financial advisory services and generate leads.
Provide detailed information about various financial products and services like Insurance, Mutual funds etc.
Achieve daily and monthly targets for calls and conversions.
Maintain a database of client interactions and follow up on leads.

Experience qualification: Graduate / Post Graduate in Finance with a minimum of 6 months of experience in tele calling or outbound sales.
Required Skills
Candidates with Excellent communication and interpersonal skills.
Positive Understanding of financial instruments such as Insurance or mutual funds.
Pleasing Personality and well behaved.




Ability to work in a target-driven environment.
Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage.
Team-oriented and agile work setting, with a team of experienced professionals passionate about wealth management.

If you are a self-starter with a passion for finance and a desire to help clients achieve their financial goals, we would love to hear from you!

Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Executive/tele Sales Executive Noida
🏢 Seabucks Finserv
📍 Noida