27 Oct
|
Mahindra Finance
|
Kottarakkara
27 Oct
Mahindra Finance
Kottarakkara
Key Responsibilities
- Promote and sell Fixed Deposits (FD), SIPs, Mutual Funds, and Insurance products.
- Understand customer financial needs and recommend suitable investment solutions.
- Generate leads through existing customers, referrals, and business networks.
- Achieve monthly sales and revenue targets.
- Maintain robust customer relationships and ensure high service standards.
- Assist customers with account opening, investment documentation, and policy issuance.
- Cross-sell financial products including vehicle insurance, life insurance, and health insurance.
- Ensure compliance with regulatory and company guidelines.
- Conduct customer meetings, awareness sessions, and follow-ups for business generation.
- Maintain accurate records of customer interactions and sales activities.
Preferred candidate profile
- Graduate
- Relavent experience in cross selling
- Willing to travel
📌 Sales Officer and Casher (Kottarakkara)
🏢 Mahindra Finance
📍 Kottarakkara