Actively promote and sell the company’s 4 core services:
🔹 Mutual Funds
🔹 Loans (Personal, Business, etc.)
🔹 Insurance (Life, Health, General)
🔹 Stock Market/Demat Account Services
Achieve monthly sales targets as defined – Target-based job (salary applicable only after meeting minimum targets).
Generate leads via field visits, cold calling, references, and local networking.
Conduct client meetings, explain financial products, and offer tailored solutions.
Collect and verify necessary documentation for each service.
Maintain daily reporting of visits, leads, and closures.
Coordinate with the back-office team for processing and follow-up.
Ensure a high level of customer satisfaction and post-sales service.