Posted:12 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsible Areas:

Cold Calling:

 Perform outbound calls to potential clients based on provided data.

 Generate leads and set up appointments for the sales team.

 Understand client needs and provide basic information on our financial products/services.

 Maintain call logs and follow-up schedules in CRM tools or Excel.

 Build and maintain strong client relationships through follow-ups.


MIS (Management Information System):

 Prepare and maintain daily/weekly/monthly MIS reports related to sales, lead generation, and financial metrics.

 Analyze trends from the data to provide actionable insights to the team.

 Update dashboards and ensure data accuracy across reporting systems.

 Assist in financial modeling and reporting when required. 


Must have experience with Finance Domain

Ready for the Client Handling


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