Identify and generate new sales opportunities through cold calling, networking, and referrals. Understand client needs and recommend suitable financial products (e.g. Mutual Fund, insurance, etc.). Develop and maintain long-term relationships with clients to drive customer loyalty. Maintain accurate records of sales activities and client interactions using CRM software Job Type: Full-time Pay: ₹30,000.00 - ₹35,000.00 per month Work Location: In person
Enter client details and application information accurately into the system Process forms related to mutual fund, Fixed income and insurance investments Review and verify documents to ensure all details are correct and complete _ Coordinate with the other departments to ensure smooth and timely processing of client requests _ _ Follow up with clients or internal team to complete execution of orders/requests for any missing or pending documents _ Job Type: Full-time