Candidate Eligibility:
•Must be a graduate from any stream.
•Candidates with prior experience in BFSI will have an added advantage
•Must be open to Travel.
•Knowing Driving is an added advantage.
•Must have good communication skills.
•0-2 years Experience any Sales vertical are preferable.
Key Responsibilities:
Manage and service existing customer portfolios, coordinate with customers for post-sales service requests, and share updated product reports.
Maintain relationships with clients, internal teams, and channel partners.
Research financial products, analyze market trends, and prepare reports for clients.
Ensure compliance with industry regulations and guidelines, including IRDA and AMFI certifications.
Achieve sales targets through effective lead generation and client engagement
Help identify and pursue new business opportunities within the financial services sector.
Participate in process improvement efforts and identify opportunities for efficiency.
Prepare and reconcile financial reports, and monitor for variances.
Assist with sales activities, such as generating leads and preparing sales presentations.