Role & Responsibilities:
• Build The Sales Pipeline and Work on MOM Targets by Putting The Right Sales Strategies
To Support The Company's Growth In The Open Market.
• Meet In-Person/Virtual Customers on Daily Basis and Pitch Our Financial Product Offerings
To Them
• Conduct Marketing, Sales & Brand Building Activity to Attract New Customers.
• Undertake Prospects Servicing of Clients Through Various Avenues (Mailers, SMS And
Meetings)
• Creating New Avenues for Increasing Client Base And Revenue Requirements MOM Bases
• Should Have Sound Knowledge Of Financial Products Like Stocks, Mutual Fund, Bonds And
IPO
• Will Be Required to Work On Leads And Convert Them • Should Have Worked In A
Regimented Manner: Like Doing 3 Calls / Day And Updating The Same In The Tools
• Should Be Good Stock Market Understanding And Well Networked
• Sales Cycle Management - Generating Leads From The Existing & New Customers; Taking
The Leads Through The Entire Sales Cycle To Closure
• Creating And Reporting On The Sales Funnel - With A Clear Understanding Of Customers'
Evaluation And Buying Process To Assess Each Case At The Appropriate Funnel.