About the Job
Key responsibilities:1. Outgoing calls: Identify, generate, and qualify new leads through calls, emails, and
follow-ups
2. Proactively reach out to old and existing leads to pitch suitable investment products
3. Collaborate with the relationship team to ensure a smooth client experience
4. Upsell and cross-sell products such as PMS, AIFs, and Global offerings where
relevant.
5. Be available to connect with clients according to their preferred timings
6. Maintain detailed records of interactions, follow-ups, and lead status using CRM.
Requirements:
1. Strong communication and interpersonal skills
2. Passion for sales and client engagement
3. Basic understanding of capital markets and investment products
4. Ability to manage time effectively and follow up diligently
5. Self-driven with a numbers-oriented mindset
6. Flexibility to align with client availability
Note:
1. Sales Executive – Lead Generation and Client Servicing
2. Location: Vashi, Navi Mumbai
3. Work Experience - Freshers
4. CTC Range – As per industry standards
5. Qualification: BBA Graduates
6. Reporting to: Director
Number of Openings
1 openingsPerks of this Jobs
Informal dress code
Skills
Market Analysis, Client Interaction, Investment Banking, Sales Support, English Proficiency (Spoken), Sales, Effective Communication, Portfolio Management, Customer Acquisition
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