About the Job
Key responsibilities:1. Calling the clients regularly to understand their financial needs and offer suitable products.
2. Promoting and processing different types of Loans, ensuring customers understand eligibility, documentation, and benefits.
3. Explaining and selling Mutual Funds / SIPs to clients based on their risk profile and investment goals.
4. Offering various Insurance products (life, health, general) and guiding clients on coverage options and premiums.
5. Presenting and selling Digital Marketing Plans to businesses and individuals to help them improve their online presence.
6. Maintaining client records, follow-up schedules, and sales reports to achieve monthly targets.
7. Coordinating with internal teams for approvals, documentation, and after-sales support.
8. Building long-term relationships with prospects and existing customers to maximize cross-selling opportunities.
Number of Openings
1 openingsPerks of this Jobs
Informal dress code 5 days a week
Skills
Digital Marketing, Sales Support, Sales
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