- Experience in financial product sales including mutual funds, insurance, credit cards, and loans
- Identify and acquire new clients, build client relationships, conduct product demonstrations, and meet sales targets
Roles and Responsibilities
- Identify potential clients and develop strategies to acquire current ones through cold calling, networking, and market research.
- Build relationships with existing clients to increase sales volume and retain customer satisfaction.
- Conduct product demonstrations, presentations, and training sessions for clients on various financial products such as insurance, mutual funds, banking services, credit cards, loans, etc.
- Meet or exceed monthly targets set by the organization while maintaining a high level of professionalism and integrity.
- Collaborate with internal teams to resolve client issues and improve overall customer experience.
📌 Business Development Executive (Noida)
🏢 Equentis Wealth Advisory
📍 Noida
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