Outbound Sales/Telesales Professional - Financial Product (0-1 yrs)
R E- Financial Planner - Outbound telesales
- The roll will be responsible to outcall the existing customers / new customers for their financial planning and Cross-selling of financial products like Mutual Fund, fixed deposit, life insurance & Health Insurance.
- Making Outbound call to the customers, from the given data/leads, converting them into clients and selling mutual funds, insurance etc. via call and online mode.
- Create, maintain and update database of customers with complete information and emails.
- Monitor competitors- products or services and create selling strategies for financial products and services.
- No field sales only telesales.
- Tele-calling to generate new business, handling Customer queries, Source quality and profitable business within set guidelines for the process.
- To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers through tele calling and via online mode.
- Achieve the set business target for the day by following all the process Guidelines and quality parameters
- Analysing information over call and preparing plans best suited to individual clients' requirements.
- Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs through tele calling.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
