Identify and generate new sales opportunities through cold calling, networking, and referrals.
Understand client needs and recommend suitable financial products (e.g. Mutual Fund, Investment plans, insurance, etc.).
Develop and maintain long-term relationships with clients to drive customer loyalty.
Meet or exceed monthly and quarterly sales targets.
Maintain a strong understanding of company products, policies, and industry trends.
Prepare and deliver presentations to potential clients.
Maintain accurate records of sales activities and client interactions using CRM software
Preferred - CFP certified
Certifications such as AMFI, IRDA, or NISM (depending on the financial products being sold).