BA, SBA

Job SummaryWe are looking for a dynamic and result-oriented candidate who will be responsible for interacting with clients, identifying their financial needs, and promoting Demat accounts, Mutual Funds, Insurance, and other financial products. The role requires strong communication skills and a sales-driven approach to convert leads into successful closures.

• Key ResponsibilitiesContact and interact with clients to understand their financial requirements
• Approach clients for opening Demat and trading accounts
• Convert provided leads into Mutual Fund and Insurance sales
• Promote additional financial products as per company offerings
• Achieve monthly sales targets and revenue goals
• Maintain regular follow-ups with clients for closure
• Build and maintain long-term customer relationships
• Maintain proper records of leads, follow-ups, and sales activities