Responsibilities:

Conduct face-to-face meetings with potential clients to understand their needs and present the company's products/services.
Initiate contact with potential leads through outbound calls, emails, and social media interactions.
Generate new business leads for insurance and mutual funds.
Providing feedback to the sales team on market trends, customer needs, and competitive activities.
Collaborating with team members to achieve organizational goals.
Visit to corporate events for branding and promotion.
Visit to our vendors for building relationships
Visit compliance department for document submission and other formalities

Requirements:

Strong understanding of lead generation techniques and tools.
Communication skills, both verbal and written.
Ability to work independently and as part of a team in a fast-paced environment.
Goal-oriented with a strong focus on achieving and exceeding targets.
Any Graduate or a related field is preferred.

BTW Financial Services & IMF PVT LTD is a Mutual Fund distributor & Insurance Service provider. BTW Financial Services and IMF Pvt Ltd is your trusted partner for a wide spectrum of financial services, encompassing insurance marketing, and the distribution of various financial products. As an Insurance Marketing Firm (IMF),we specialize in marketing and distributing insurance products, offering a diverse range of insurance options for individuals and businesses. We are dedicated to simplifying complex financial processes, providing access to insurance products, and fostering financial security and growth for all our clients.