Planify - Inbound Sales Role - Financial Products (1-5 yrs)
- Deep Understanding of Financial Instruments i.e. mutual funds, stock market, insurance & loans.
- Experience of lead conversion/sales pipeline is must.
- End to end financial planning for clients by meeting them in Person/Internet/Phone.
- Good interpersonal skills, Super-Organizers, good listeners and possess excellent analytical/presentation skills.
- Excellent conversion skills (champion).
- Working knowledge of Excel is must.
- Must be comfortable with 10:30 a.m. - 8 p.m. timing & 6 days working.
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