- Connect with leads through outbound calls and understand their financial goals.
- Educate customers about mutual funds, SIPs, and investment options.
- Build customer relationships and convert leads into investments.
- Achieve monthly sales, calling, and revenue targets.
Requirements:
- Graduate/Postgraduate in Finance, Commerce, Business Administration, or related fields.
- 1 to 4 yrs of experience in telesales,customer service or related field is mandatory.
- Robust English and regional language is a must.
- Sales experience in banking, insurance, or financial services is preferred.
- NISM certification is mandatory.