We are looking for a energetic and result-oriented Sales Representative to join Money Workshop. The role involves generating leads, converting prospects into clients, and offering financial solutions including Mutual Funds, General Insurance, and Life Insurance.
Key Responsibilities
- Generate leads through calls, references
- Convert leads into clients through effective communication and relationship building
- Promote and sell financial products:
- Mutual Funds
- General Insurance
- Life Insurance
- Understand client needs and recommend suitable financial solutions
- Cross-sell additional products to existing clients
- Maintain regular follow-ups and build long-term client relationship
Requirements :
- Good communication and interpersonal skills
- Basic understanding of financial products (preferred, not mandatory)
- Strong sales and negotiation skills
- Self-motivated and target-driven mindset
- Freshers with interest in finance and sales are welcome