01Responsibilities
Conduct outbound calls to prospective clients to introduce and promote financial products and services.Identify client needs through effective questioning and provide tailored product recommendations.Maintain accurate and up-to-date records of all client interactions in the CRM system.Follow up with leads to convert inquiries into successful sales conversions.Collaborate with the sales and support teams to ensure seamless customer onboarding.Monitor and report on daily sales performance, call metrics, and key KPIs.Adhere to compliance standards and regulatory guidelines in all customer communications.Participate in regular training sessions to enhance product knowledge and sales techniques.
Requirements01 year of experience in sales, customer service, or a related field (freshers are encouraged to apply).
Strong verbal and written communication skills in English and regional language(s) as applicable.
Ability to work independently, meet daily targets, and thrive in a performance-driven environment.
Basic computer literacy and familiarity with CRM tools and Microsoft Office Suite.
Positive attitude, resilience, and a customer-centric mindset.
Willingness to work in shifts, including evenings and weekends, as required.
High school or equivalent qualification; graduation in any discipline is preferred.
BenefitsPerformance-based incentives and commission structure
Structured onboarding and continuous training programs
Clear career progression path within the financial services domain
Opportunity to work with leading financial products and services
Recognition and rewards for top performers
Health and wellness benefits (as applicable)
Access to professional development resources and certifications .
