Role & responsibilities

- Client Acquisition: Proactively reach out to potential clients through cold calling, database marketing, and lead follow-ups.

- Sales Pipeline Management: Build and manage a robust pipeline of prospective clients.

- Product Pitching: Clearly articulate the features and perks of our financial products (Equity, Mutual Funds, Insurance) to prospects.

- Needs Analysis: Understand the client's financial needs and recommend suitable products.

- Sales Closure: Master the art of the telephonic sales process, from opening the call to handling objections and successfully closing the deal.

- Target Achievement: Meet and exceed monthly and quarterly sales targets for client acquisition and revenue.

- CRM Management: Maintain accurate and detailed records of all client interactions and sales activities in our CRM system.

- Compliance: Adhere strictly to all regulatory and company guidelines during the sales process.Role & responsibilities

Preferred candidate profile

📌 Walk-in || Virtual Relationship Manager (Mumbai)
🏢 Latin Manharlal
📍 Mumbai