We are looking for motivated and energetic Business Development Executives (Male / Female) to join our team in the field of Investment planning / strategy and execution. The Products offered to customers include Wealth Portfolio, Mutual Funds, Term Insurance, General and Health Insurance, LIC, All types of Loans.
The candidate will be responsible for generating leads, building client relationships, and achieving sales targets in ongoing investment opportunities.
Responsibilities:
# Identify and develop new customers
# Explore new business opportunities
# Handle customers inquiries and resolve issues on timeline priority
# Explain company products/services to customers
# Suggest innovative investment ideas to customer
#Achieve monthly sales targets
#Maintain client database and follow-ups
# Coordinate with team members for smooth operations
# Experience dealing with Mutual funds, term Insurance, General Insurance will be an added advantage.
Timeline execution of assignment and customer satisfaction will be the UPS for candidate performance parameter.