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