About the Role
Connect with prospective clients, understand their needs, generate leads and schedule meetings for financial planning and investment services.
Key Responsibilities Make outbound calls & follow up with prospects Qualify leads through calls, WhatsApp & other channels Explain financial-planning & investment services Schedule appointments with potential clients Maintain lead and follow-up records in CRM Achieve monthly business-development targets
Required Skills & Qualifications Excellent English, Hindi & Marathi communication Confident, persuasive & customer-focused approach Strong follow-up & relationship-building skills Ability to understand prospective client requirements What We're Looking For An enthusiastic graduate ready to build client relationships. Freshers with solid communication skills are welcome.
Education : Graduate in any discipline interested candidates can share their CV on
[email protected]
Pay: ₹11,000.00 - ₹41,000.00 per month
Benefits
- Flexible schedule
- Health insurance
- Provident Fund
Work Location: In person
📌 Business Development Associate (Thane)
🏢 Proficient Peoplecraft
📍 Thane