0 - 1 years
2 - 3 Lacs
Posted:3 days ago|
Platform:
Work from Office
Full Time
1. Outgoing calls - Identify, generate, and qualify new leads through calls, emails, and follow-ups
2. Proactively reach out to old and existing leads to pitch suitable investment products3. Collaborate with the relationship team to ensure a smooth client experience4. Upsell and cross-sell products such as PMS, AIFs, and Global offerings where relevant.5. Be available to connect with clients according to their preferred timings6. Maintain detailed records of interactions, follow-ups, and lead status using CRM.
7. Strong communication and interpersonal skills
8. Passion for sales and client engagement9. Basic understanding of capital markets and investment products10. Ability to manage time effectively and follow up diligently11. Self-driven with a numbers-oriented mindset12. Flexibility to align with client availability
First Global Securities
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