Rising Advisory Services Pvt. Ltd

Delhi

Lead Generation: Actively source and qualify potential leads through cold calling, outbound campaigns, and other lead generation strategies. Customer Interaction: Initiate contact with prospective clients and get the tax packages renewed. Product Knowledge: Gain in-depth understanding of various company financial products to accurately present information to clients. Sales Pitching: Deliver compelling sales presentations over the phone and address customer concerns. Relationship Building: Establish strong rapport with potential clients by actively listening to their needs, providing personalized advice, and maintaining consistent communication throughout thesalescycle.

Rising Advisory Services Private Limited widely known as www.CredManager.co is a Loans, Tax Services, Compliance and Financial Management website operated by Rising Advisory Services Private Limited a company incorporated in 2007. It provides complete tax and compliance management services to both individuals and corporate clients with more than 5 Lakhs registered customers. www.CredManager.co is an initiative by www.TaxManager.in one of the top leading tax services websites. www.TaxManager.in has also partnered with few big banks to manage their tax business and file taxes for their clients like HDFC Bank, DCB Bank etc. TaxManager.in has been awarded as the best financial services company in India by Economic Times ET Now India Mart Business Leaders of Tomorrow 2013 for its innovative services in E-Filing, Tax and Compliance Management both for individuals and corporate clients. JOB PROFILE Job Title: Sales Executive Job Category: Department/Group: Sales Job Code/ Req#: Industry Finance Travel Required: No Location: Delhi Position Type: Permanent Level/Salary Range per month 20000 to 25000 Date Posted: Incentive/Perks Yes Report to: Team Leader Posting Expires: HR Contact: Experience 3-5 Years HR Contact Details Name Email Contact No. Office Number Job Brief We are seeking a proactive Sales Executive with hands on experience in Loans Roles and Responsibilities Assisting customers in sale of a range of financial products on phone Role entails working only in Day shift Fully responsible for meeting and exceeding targets as assigned periodically Reaching productivity that meets job standards, while working with speed and accuracy Flexible, able to shift priorities to accommodate changing demands Ensure no losses or errors occurred while assisting customers Work towards ensuring zero cases of mis-selling / fraud in the processes Responding in a timely and effective manner to all intern

Roles and Responsibilities Assisting customers in sale of a range of financial products on phone Role entails working only in Day shift Fully responsible for meeting and exceeding targets as assigned periodically Reaching productivity that meets job standards, while working with speed and accuracy Flexible, able to shift priorities to accommodate changing demands Ensure no losses or errors occurred while assisting customers Work towards ensuring zero cases of mis-selling / fraud in the processes Responding in a timely and effective manner to all internal communication Adheres to and supports company policies and practicesPreferred Skills and Abilities Bachelor's degree in Business Administration, Finance, Marketing, or a related field (Masters degree preferred). Proven experience as a Team Leader or in a similar client-facing role. Strong interpersonal and communication skills, with a talent for building trust and rapport. Excellent negotiation and problem-solving abilities, capable of managing multiple client relationships effectively. Proficiency in CRM software and other relevant tools to manage client interactions efficiently. A customer-oriented mindset with a strong focus on delivering high-quality service and client satisfaction.

Build and maintain strong, long-lasting relationships with clients by understanding their needs and providing appropriate solutions. Address client inquiries, concerns, and complaints promptly and professionally, ensuring high levels of customer satisfaction. Identify opportunities for cross-selling and upselling additional products or services to existing clients to maximize revenue. Ensure all client documentation is completed accurately and in compliance with regulatory requirements. Gather client feedback to understand their experiences and preferences, and provide insights to internal teams for service improvement. Stay informed about new financial products, services, and technologies through ongoing training and professional development activities.

Urgent Requirement for Customer Relationship Executivegood Communications Skillsinteract with Clientsbuild Positive and Long- Term Clients Relationship should Able to Convince the Customers