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Tele Sales Executive
Sperton Global ASNavi Mumbai, Maharashtra, IN7 days ago
Job type
- Quick Apply
Job descriptionStrong communication and interpersonal skills in English and regional languages Basic understanding of mutual funds and investment products Persuasive, confident, and client-friendly approach Ability to handle client queries with patience and professionalism Good organizational and follow-up skills Graduate in Commerce, Finance, or a related field (preferred) 1–2 years of experience in financial services or tele-calling preferred Freshers with strong communication skills are also encouraged to apply
We are seeking a skilled and relationship-driven Wealth Manager to join our team. The ideal candidate will be responsible for acquiring new clients, understanding their financial needs, and providing tailored investment and wealth management solutions. The role requires strong sales acumen, excellent communication, and a deep understanding of financial products and markets.
Key Responsibilities : -
- Schedule appointments for senior advisors and follow up on leads
- Proactively reach out to prospective and existing clients via phone to promote mutual fund products
- Maintain accurate records of calls, responses, and client feedback
- Work closely with the sales and advisory teams to drive business growth
Skills & Qualifications Experience : -
If you are interested in this position, please let me know and apply on my Mail ID at laxmi.patel@sperton.com
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Tele Sales Executive • Navi Mumbai, Maharashtra, IN