Roles and Responsibilities: Outbound Calls: Making calls to potential clients to introduce products or services. Inbound Calls: Answering customer inquiries, resolving issues, and providing support. Customer Engagement: Building rapport, understanding customer needs, and suggesting solutions. Data Management: Recording call details, including customer feedback and follow-up requirements. Target Achievement: Meeting or exceeding sales targets, lead generation goals, or customer interaction metrics.
Lead Generation and Qualification: Identifying potential customers through various methods like networking, market research, and lead generation platforms. Sales Presentations: Presenting products or services effectively, demonstrating their value, and addressing customer concerns. Reporting and Analysis: Tracking sales metrics, preparing reports, and forecasting future performance. Customer Satisfaction: Ensuring customer satisfaction and addressing any issues or concerns.
Outbound Sales Calls: Making calls to potential customers to introduce products/services and generate interest. Inbound Sales Calls: Handling calls from potential or existing customers, providing information, and closing sales. Needs Assessment: Understanding customer requirements and tailoring sales pitches accordingly. Sales Presentations: Effectively presenting product/service features and benefits to potential clients. Negotiation and Closing: Negotiating prices, handling objections, and closing sales deals. Lead Management: Following up on leads generated from various sources (marketing campaigns, referrals, etc.). Relationship Building: Maintaining positive customer relationships to encourage repeat business and loyalty. Order Taking and Processing: Accurately recording and processing sales orders. Achieving Sales Targets: Meeting or exceeding monthly or quarterly sales quotas.
Key Responsibilities: Lead Generation and Client Acquisition: Identifying and qualifying potential clients interested in the broking firm's services, often through cold calling, networking, and attending industry events. Client Relationship Management: Building and maintaining strong relationships with clients, understanding their financial goals, and providing tailored investment advice. Sales Target Achievement: Meeting or exceeding monthly, quarterly, and annual sales targets for various financial products and services. Product Knowledge: Maintaining a deep understanding of the broking firm's products and services, including stocks, mutual funds, and other investment options. Sales Process Management: Managing the entire sales process from lead generation to closing deals, including preparing sales presentations, handling client inquiries, and processing transactions. Market Awareness: Staying informed about market trends, competitor activities, and regulatory changes that may impact the broking industry. Reporting and Documentation: Maintaining accurate records of client interactions, sales activities, and performance reports. Compliance: Ensuring adherence to regulatory guidelines and company policies throughout the sales process.
Outbound calls: Make outbound calls to prospective and existing customers to promote products or services and generate interest. Inbound calls: Handle incoming calls from customers to answer questions and address inquiries. Sales and lead generation: Persuade customers to make purchases, schedule appointments, or generate qualified leads. Customer service: Provide information, resolve complaints, and ensure a positive customer experience. Data management: Maintain accurate records of customer interactions, update the CRM system, and document sales or feedback. Follow-up: Conduct follow-up calls with leads and existing customers to nurture relationships and close sales. Target achievement: Meet or exceed daily, weekly, and monthly call and sales targets. Collaboration: Work with other teams, such as sales and marketing, to improve strategies and customer experience.