Key Responsibilities:
Manage and develop a strong portfolio of potential and existing customers.
Make outbound calls to pitch financial products and services.
Generate leads through cold calls, follow-ups, and relationship building.
Clearly communicate product value and convert leads into sales.
Collaborate with marketing and customer support teams to ensure client satisfaction.
Maintain accurate records of calls, sales, and client information in CRM tools.
Keep abreast of product knowledge, market trends, and competitor offerings.
Handle customer objections and escalate unresolved issues appropriately.