Key Responsibilities :
- Make outbound calls to potential clients and provide information about investment opportunities in stocks mutual funds and shares.
- Understand customer investment needs and suggest suitable financial products.
- Generate leads and follow up on potential investors to close sales.
- Maintain and update customer records in the CRM system.
- Meet and exceed sales targets on a monthly basis.
- Provide post-sale support and maintain strong client relationships.
- Keep up-to-date with market trends and financial products to ensure informed discussions with customers.
Requirements :
1-3 years of experience in tele sales preferably in BFSI (Banking Financial Services and Insurance).Strong understanding of stock market mutual funds and shares .Excellent communication and negotiation skills.Ability to explain complex financial concepts in a simple and engaging manner.Goal-driven with a customer-focused approach.Proficiency in CRM software and MS Office tools.Fluency in English and Hindi (additional regional languages are a plus).crm software proficiency,stock market knowledge,cold calling,leadership skills,bilingual (english and hindi),customer relationship management,tele sales,time management,ms office tools proficiency,analytical skills,strategic thinking,negotiation skills,mutual funds,shares,sales,customer,team collaboration,crm,communication,financial products,investment,communication skills,wealth management
Key Skills
Information Systems,Instrument,Access,Agriculture,Corporate Risk Management,Cement
Employment Type : Full Time
Experience : years
Vacancy : 1
Monthly Salary Salary : 100000 - 400000