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 :
Positive communication and interpersonal skills
Basic understanding of financial products (preferred, not mandatory)
Solid sales and negotiation skills
Self-motivated and target-driven mindset
Freshers with interest in finance and sales are welcome