e 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 .