Expertia AI

Bangalore, Karnataka

Roles & Responsibilities: Responsible for generating Leads and F2F Developing opportunities with new customers Reaching the targets and goals set for your profile.Desired Profile: Experience in Outbound Calling/Outbound Telesales. Minimum 1 year of calling experience into lead generation or sales Follow up on the database / leads provided by Company. Keeping up to date with products and competitors. Good command over language (English, Hindi, Marathi, Tamil, Kannada) Only Day shift Job Age limit- Up to 35 years

Roles & Responsibilities: Responsible for generating Leads and F2F Developing opportunities with new customers Reaching the targets and goals set for your profile.Desired Profile: Experience in Outbound Calling/Outbound Telesales. Minimum 1 year of calling experience into lead generation or sales Follow up on the database / leads provided by Company. Keeping up to date with products and competitors. Good command over language (English, Hindi, Marathi, Tamil, Kannada) Only Day shift Job Age limit- Up to 35 years

Roles & Responsibilities: Responsible for generating sales with new/existing customers. Ensuring that the insurance team understands its duties and its role within the organisation Developing opportunities with new customers. Reaching the targets and goals set for your profile. Establishing, maintaining and expanding your customer base. Increasing business opportunities through various routes to market. Follow up on the database / leads provided by Company. Keeping up to date with products and competitors. Meeting With Clients on field Report on sales activities to top management.Desired Profile: Familiarity with the latest industry trends and developments Average communication, presentation, and negotiation skills. Good time management and organizational skills Ability to multitask and handle stressful situations Highly motivated and detail-oriented individual Ability to work under pressure. Ability to offer excellent customer service.

Roles & Responsibilities: Providing Financial Planning Tool to existing customers Responsible for generating sales with existing customers. Developing opportunities with existing customers & references Reaching the targets and goals set for your profile. Establishing, maintaining and expanding your customer base. Increasing business opportunities through various routes to market Follow up on the database provided by Company. Keeping up to date with products and competitors Meeting With Clients on fieldDesired Profile: Excellent communication skills The ability to handle pressure and meet deadlines Quick Learning Ability

Job Description Primary role is to build business through existing data and covert the hot leads into business Active upselling clients for other products Creating the business plan and help the team to achieve it. Drive the circle by driving sales production and managing the associated costs Ensure the high quality and high persistency of business generated by the local production unit, to support the long-term profitability of the company Training and Necessary Inputs to the team. Planning for Daily, Monthly and Yearly activity. Added advantage of getting active clients plus will have other products to upsell and achieve the business goals Business Development. Responsible for managing team of RM and BM, training team members and achieving sales target for the team Building and maintaining healthy business relations with Advisors & Customers an ensuring maximum Advisor & Customer Satisfaction by giving proper advice. Developing business force every month, taking unit meeting twice a month with Reward Recognition, giving updates on new product & policies of Organization, with market updates

Roles & Responsibilities: The hired will be responsible for Driving sales through existing clients. Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggestschemes to clients basis their requirements and goal. Providing end to end solution for the clients wealth management needs. Acquire new clients and Increase engagement of existing client by providing complete financialplanning solutions. Establishing strong relationships and communication with clients.Desired Profile: Graduate or Above Preference to NISM Certified candidates with experience in managing Retail/HNI Should have a good understanding of wealth management products like Mutual funds, Insurance,Bonds, NPS etc. Should have good market intelligence, about competition and market mapping etc. Good communication & interpersonal skills are a must.