Core Responsibilities: Make outbound calls to potential customers to pitch loan products. Generate leads and follow up with prospects to close sales. Build strong relationships with customers, understand their financial needs, and provide suitable loan solutions. Meet monthly sales targets and contribute to the growth of the loan portfolio. Maintain accurate records of customer interactions, sales performance, and other relevant data. Collaborate with the team to achieve sales goals and share best practices. Requirements: 1-3 years of experience in telesales, preferably in the financial services industry. Basic knowledge of loan products and financial services (training will be provided). Strong sales and customer service, negotiation, interpersonal skills
Make outbound calls to potential customers to pitch loan products. Generate leads and follow up with prospects to close sales. Build strong relationships with customers. Meet monthly sales targets and contribute to the growth of the loan portfolio.
Key Responsibilities: • Acquire new HNI and Ultra-HNI clients and build strong relationships • Generate revenue through cross-selling mutual fund products and achieving sales targets • Provide investment advice and manage client portfolios • Ensure client satisfaction and resolve queries • Stay updated on market trends and analyze investment opportunities • Conduct business development activities to expand the client base
As an ideal candidate for this role, you will be responsible for: - Acquiring new HNI and Ultra-HNI clients and nurturing strong relationships - Generating revenue by cross-selling mutual fund products and meeting sales targets - Providing investment advice and effectively managing client portfolios - Ensuring client satisfaction by promptly addressing queries - Staying informed about market trends and conducting analysis to identify investment opportunities - Engaging in business development activities to broaden the client base,
🚀 We Are Hiring! Join Our Growing Team in Insurance, Investments & Financial Services 🚀 If you’re looking to be part of a dynamic, growth-focused organization that believes in empowering people, enabling excellence, and delivering value to clients — this is the right place for you! We are excited to announce multiple openings across our Insurance, Finance, Wealth & Real Estate verticals. If you believe in building strong relationships, solving customer problems, and growing professionally every day, we would love to connect with you. And if you know someone who fits these roles perfectly — your referral can make a huge difference. Share your updated resume 📩
**Job Description:** **Role Overview:** You have the opportunity to join a dynamic and growth-focused organization in the Insurance, Investments, and Financial Services sector. The company values empowerment, excellence, and client value, providing a conducive environment for professional growth. **Key Responsibilities:** - Build strong relationships with clients and stakeholders in the Insurance, Finance, Wealth, and Real Estate verticals. - Solve customer problems effectively and efficiently. - Continuously strive for professional development and growth. **Qualifications Required:** - Prior experience in the Insurance, Finance, Wealth, or Real Estate sectors is preferred. - Strong interpersonal skills and the ability to build and maintain relationships. - Problem-solving skills and a customer-centric approach. Feel free to share your updated resume to be considered for multiple openings in our organization. Your referral can also make a significant impact, so if you know someone suitable for these roles, please connect them with us.,
1.Build and maintain long-term relationships with high-net-worth clients, acting as their trusted advisor. 2.Develop and implement personalized wealth management plans, including investment strategies, asset allocation, and financial advice. 3.Monitor portfolio performance and adjust strategies as needed to meet client objectives. 4.Provide expert guidance on tax optimization, estate planning, and retirement planning. 5.Collaborate with other professionals to offer comprehensive solutions. 6.Maintain strong communication and problem-solving skills to address client needs and market changes.
Role Overview: You will be responsible for building and maintaining long-term relationships with high-net-worth clients, serving as their trusted advisor. Your main focus will be on developing and implementing personalized wealth management plans, which include creating investment strategies, determining asset allocation, and providing financial advice. Monitoring portfolio performance and making necessary adjustments to meet client objectives will also be a key part of your role. Additionally, you will offer expert guidance on tax optimization, estate planning, and retirement planning. Collaborating with other professionals to provide comprehensive solutions and utilizing strong communication and problem-solving skills to address client needs and market changes will be essential in this position. Key Responsibilities: - Build and maintain long-term relationships with high-net-worth clients - Develop and implement personalized wealth management plans, including investment strategies, asset allocation, and financial advice - Monitor portfolio performance and adjust strategies as needed to meet client objectives - Provide expert guidance on tax optimization, estate planning, and retirement planning - Collaborate with other professionals to offer comprehensive solutions - Maintain strong communication and problem-solving skills to address client needs and market changes Qualifications Required: - Bachelor's degree in Finance, Economics, Business, or related field - Certified Financial Planner (CFP) certification preferred - Strong understanding of investment strategies, asset allocation, and financial planning - Excellent communication and interpersonal skills - Ability to work collaboratively in a team environment - Attention to detail and strong problem-solving abilities Role Overview: You will be responsible for building and maintaining long-term relationships with high-net-worth clients, serving as their trusted advisor. Your main focus will be on developing and implementing personalized wealth management plans, which include creating investment strategies, determining asset allocation, and providing financial advice. Monitoring portfolio performance and making necessary adjustments to meet client objectives will also be a key part of your role. Additionally, you will offer expert guidance on tax optimization, estate planning, and retirement planning. Collaborating with other professionals to provide comprehensive solutions and utilizing strong communication and problem-solving skills to address client needs and market changes will be essential in this position. Key Responsibilities: - Build and maintain long-term relationships with high-net-worth clients - Develop and implement personalized wealth management plans, including investment strategies, asset allocation, and financial advice - Monitor portfolio performance and adjust strategies as needed to meet client objectives - Provide expert guidance on tax optimization, estate planning, and retirement planning - Collaborate with other professionals to offer comprehensive solutions - Maintain strong communication and problem-solving skills to address client needs and market changes Qualifications Required: - Bachelor's degree in Finance, Economics, Business, or related field - Certified Financial Planner (CFP) certification preferred - Strong understanding of investment strategies, asset allocation, and financial planning - Excellent communication and interpersonal skills - Ability to work collaboratively in a team environment - Attention to detail and strong problem-solving abilities