E-counselor- Inside sales( Investment Advisory )

Job Description

Job description Conduct outbound and inbound calls to Prospective and existing clients and take appointments for suggested Financial advice. Provide empathetic and informative counselling to clients to understand their unique financial situations and goals. Gather client information. Fix appointments with Domestic and Offshore clients. Plan and arrange Gmeet. /zoom meet Upkeep and updated on industry regulations, Market news and on industry regulations. Cross sell other relevant financial Products to existing and new clients . Circulate all Dm's and Flyers to all clients on daily basis. Suggested text and Email Updates. Participate in social media activity and kiosks etc. Meet and Exceed KPIs. Follow up and Time management will be monitored closely. Maintain good Client relations. Job Type: Full-time Pay: ₹16,000.00 - ₹20,000.00 per month Benefits: Cell phone reimbursement Leave encashment Compensation Package: Performance bonus Yearly bonus Schedule: Day shift Ability to commute/relocate: Ameerpet, Hyderabad, Telangana: Reliably commute or willing to relocate with an employer-provided relocation package (Required) Education: Bachelor's (Preferred) Experience: Telemarketing: 2 years (Required) Language: Hindi (Required) English (Required) Telugu (Required) Location: Ameerpet, Hyderabad, Telangana (Preferred) Work Location: In person