Role & responsibilities:

- Engage with potential clients through calls, emails, and messaging platforms to introduce them to our investment offerings.
- Understand basic customer financial needs and communicate relevant product options.
- Generate, qualify, and document leads with accurate client information.
- Schedule consultations and meetings for senior sales managers.
- Maintain CRM records and ensure timely follow-ups to nurture investor interest.
- Assist in organizing webinars, workshops, and campaigns focused on financial literacy and investment awareness.
- Stay updated on mutual funds, SIPs, insurance products, and other market-linked instruments (training will be provided).

Qualifications:

- Bachelors degree in Finance, Business, Economics, or any related field (freshers welcome).
- Basic understanding of financial or investment concepts is a plus, but not mandatory.
- Solid communication and interpersonal skills.
- Target-driven mindset with eagerness to learn.
- Proficiency in MS Office and CRM tools is preferred but not required.

📌 Presales Executive (Delhi)
🏢 Lendbox
📍 Delhi