ROLES-
Acquiring customers for financial products, like- Mutual Funds, Insurance, Demat Trading, Fixed Deposits.
Meeting new clients & Targets if applicable.
Lead Generation and follow with prospects.
Planning and Execution of sales promotion activity.
Build and maintain professional networks.
Creating and Publishing Reports and MIS.
Data mining and profile filtrations.
Other Official tasks as communicated from time to time.
SKILLS-
Having good communication and interpersonal skills.
Having high attention to details.
Being Organized and methodical.
Having Commercial awareness.
Should be computer savvy.
Excellent listening skills
The ability to explain complex information clearly and simply
Good sales and negotiation skills
An interest in financial products and markets
Good mathematical and computer skills
Plenty of drive, initiative and motivation
An honest and trustworthy manner
Attention to detail
The ability to analyse and research information