Job Role & Responsibilities - Onboarding Officer
We are looking for an enthusiastic “Onboarding Officer” to counsel potential investors over the phone and generate sales for the organization by selling various advisory services
Responsibilities:
Make calls daily, achieving a minimum of 5 hours of talk time.
Sell equity-based products on calls, managing the process from lead generation to closure.
Counsel interested customers, suggesting investment plans tailored to their financial goals.
Convert interested leads into clients through proactive follow-ups and effective counseling.