Make outbound/inbound calls to prospective customers to promote financial products (loans, credit cards, insurance, investment plans, etc.).
Understand customer requirements and recommend suitable financial solutions.
Achieve daily/weekly/monthly sales targets and conversion rates.
Maintain accurate records of customer interactions in the CRM system.
Follow compliance guidelines, KYC norms, and financial regulatory standards.
Handle customer objections professionally and provide clear product information.
Build and maintain strong customer relationships to improve retention.
Prepare periodic sales reports and communicate insights to management.