Initiate outbound calls to potential customers to explain financial products and services. Answer incoming calls from prospective clients to discuss their needs and preferences. Maintain comprehensive records of all interactions and follow-ups with clients. Achieve daily, weekly, and monthly sales targets. Assist clients with queries and provide suitable solutions and recommendations. Collaborate with the sales team to align efforts and share insights on customer needs. Provide accurate and timely information to clients about product features, pricing, and promotions.
Leading, motivating, and managing the sales team to achieve individual and team sales targets. Developing and implementing sales strategies to drive revenue growth and expand the customer base. Monitoring and analysing sales metrics to ensure the team’s performance aligns with company goals. Achive Weekly/Monthly/Yearly targets assign by the company. Collaborating with the marketing and product teams to align sales efforts with business goals. Managing the sales pipeline, overseeing the qualification, follow-up, and closing opportunities. Handling complex customer inquiries and negotiations, offering guidance to the team when needed. Ensuring effective communication and collaboration between sales, marketing, and product teams.
Perform all office tasks as required such as filing, maintaining documents and updating paperwork, ordering office supplies, running errands and performing other office duties Serve as point person for office issues Help coordinate office events Make travel reservations for executive team (including air, hotel, car, restaurant) Answer telephone, screen calls and direct calls to appropriate individual Greet office visitors such as clients or vendors personally, politely and professionally Track office expense reports Assist with basic accounting and financial reporting duties