Conduct outbound calls to potential clients to promote our financial advisory services.
Provide detailed information about various financial products and services like Insurance, Mutual funds etc
Achieve daily and monthly targets for calls and conversions
Maintain a database of client interactions and follow up on leads.
Collaborate with the sales & operations team to ensure seamless client onboarding.
Experience & qualification: Graduate / Post Graduate in Finance with a minimum of 6 months of experience in tele calling or outbound sales.
Required Skills
Candidates with Excellent communication and interpersonal skills.
Good Understanding of financial instruments such as Insurance or mutual funds.
Pleasing Personality and well behaved.
Ability to work in a target-driven environment.
Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
Collaborative and dynamic work environment, with a team of experienced professionals passionate about wealth management.
Experience
1 - 2 Years
No. of Openings
2
Education
Professional Degree
Role
Tele Sales Executive
Industry Type
Call Centre / BPO / KPO / ITES / LPO
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Seabucks Finserv Private Limited, F-349, Sector-63, Noida - 201307