- Generate new client leads through calling, networking, references and other channels
- Explain Mutual Funds, SIPs and Insurance products to prospective clients
- Understand client requirements and assist with suitable solutions
- Follow up with prospects and convert leads into clients
- Build and maintain strong client relationships
- Achieve monthly sales and business targets
- Maintain proper follow-up and sales records
What We're Looking For
- Positive communication and interpersonal skills
- Sales-oriented and confident personality
- Willingness to make calls and meet prospective clients
- Ability to build relationships and generate referrals
- Experience in Mutual Funds, Insurance, Banking, Financial Products or B2C Sales will be an advantage