Connect with Independent Financial Advisors (IFAs) and financial distributors through outbound calls.
Promote and sell Mutual Fund products, Fixed Income products, Bonds, NCDs, PMS/AIF opportunities, and other investment solutions.
Build and maintain strong relationships with existing and prospective IFAs.
Generate leads, follow up on prospects, and convert them into active business partners.
Understand client/investor requirements and suggest suitable financial products.
Coordinate with internal teams for onboarding, documentation, transaction processing, and query resolution.
Achieve monthly sales and revenue targets.
Maintain accurate records of calls, leads, closures, and follow-ups in CRM/software.
Keep updated with market trends, product knowledge, and regulatory guidelines.
Conduct regular engagement activities with IFAs to increase product penetration and business volumes.