Array ( [0] => customer-relationship-manager [1] => lucknow ) Customer Relationship Manager Graduate Jobs in Lucknow
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Customer Relationship Manager Graduate Jobs in Lucknow

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Hiring Relationship Officer For Lucknow

Recruitnest Consulting Pvt Ltd

  • 2 - 4 yrs
  • 3.0 Lac/Yr
  • Lucknow
BFSI Interpersonal Skills Customer Service Customer Relationship Team Management Skills Negotiation Skills HNI Acquisition Loan Against Property MSME Loans Housing Loan Direct Market Sourcing Maintain Strict Credit Discipline Housing Loan Products
Hiring: Relationship Officer MSME / LAP / Housing LoanDepartmentSales AssetsDesignationExecutive / Senior Executive / Assistant Manager IReporting ToSales ManagerRole OverviewThe Relationship Officer will be responsible for sourcing quality customers as per business targets while strictly following bank processes and policies. The role requires strong coordination with internal teams and maintaining long-term customer relationships.Product CategoriesRO MSME / LAPMinimum 1 year experience in MSME Loan / Loan Against Property (secured business loans).Must be handling Direct Market Sourcing (DST model).Strong understanding of MSME / LAP products, documentation, and sourcing mechanism.Exposure to Affordable MSME / Affordable LAP is mandatory.RO Housing LoanMinimum 1 year experience in Housing Loan / Mortgage Loan (secured).Must be handling Direct Market Sourcing (DST model).Good understanding of Housing Loan products, documentation, and sourcing process.Exposure to Affordable Housing Loan segment is mandatory.Key ResponsibilitiesSourcing loan customers as per business plan and targets.Maintaining strict credit discipline and ensuring zero default.Monitoring loan portfolio through regular visits and utilization checks.Ensuring compliance with policies and procedures.Handling complete documentation and file processing.Maintaining accurate records and timely reporting.Resolving customer queries and ensuring satisfaction.Completing loan formalities including explanation of terms, signature collection, and documentation.Performing additional tasks assigned by management.Eligibility & CriteriaGraduation in any stream (mandatory).Minimum 1 year relevant experience with proper relieving letter.23 years BFSI experience preferred.Maximum age: 30 years.CIBIL score: 700 or above.Employment gap should not exceed 4 months.Candidates must join at similar CTC.Avoid candidates from Personal Loan, Credit Card, Fresher, or Unsecured Loan background.Salary & BenefitsSalary up to 25,000 per month (depending on experience & last CTC).Fuel AllowanceMediclaimTerm InsuranceDocuments RequiredAadhaar Card & PAN Card (Copy)Last 3 months payslips / Latest increment letterCurrent organization offer letterExperience & Relieving letter of previous organization
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Freshers & Experience || Full Time || Sales Manager

Rudransh Solartech

  • 0 - 6 yrs
  • 4.0 Lac/Yr
  • Lucknow
Sales Team Building Direct Marketing Customer Relationship Retail Sales Marketing Sales Operations Leadership Lead Generation
Rudransh Solartech is a fast-growing solar EPC company specializing in residential, commercial, and industrial rooftop solar installations across Uttar Pradesh. We are committed to delivering reliable solar solutions and promoting clean energy for a brighter tomorrow.We are looking for a dynamic and result-oriented TEAM LEADER to lead our solar sales operations, manage field teams, and drive revenue growth across assigned territories.Key ResponsibilitiesLead and manage sales activities for rooftop solar projects (Homes, Commercial & Industrial)Generate and close leads through field sales, channel partners, and referralsBuild and manage a team of sales executivesMeet monthly and quarterly sales targetsConduct site visits, client meetings, and proposal presentationsCoordinate with technical and installation teams for smooth project executionMaintain CRM records, sales reports, and pipeline updatesDevelop relationships with local builders, dealers, and corporate clientsRequirementsProven experience in solar sales / EPC sales / electrical or energy sectorStrong communication and negotiation skillsAbility to manage a team and work independentlyKnowledge of net metering, subsidy process, and rooftop solar systems is a plusWillingness to travel within assigned districtsGraduation preferred (MBA in Sales/Marketing is an advantage)What We OfferAttractive fixed salary + high performance incentivesGrowth opportunities in a rapidly expanding solar companySupportive management and performance-based rewardsOpportunity to work in the renewable energy sector
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Field Sales Executive (1-4 Years)

Zamwel India Private Limited

  • 1 - 4 yrs
  • 2.5 Lac/Yr
  • Hazratganj Lucknow
Direct Sales Customer Relationship Retail Sales Marketing Communication Management Skills Field Sales Lead Generation
We are seeking a dynamic and results-driven Field Sales Executive to promote and sell our books and publishing services. The role involves meeting bookstores, distributors, educational institutions, authors, and other potential clients to expand market reach and increase sales. The ideal candidate should be comfortable with extensive fieldwork and travel.* Promote and sell books and publishing services in assigned areas* Visit bookstores, distributors, schools, and institutions* Generate new leads and maintain client relationships* Achieve sales targets and submit sales reports* Willingness to travel extensively, including outstation travel
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Urgent Requirement For Sales Manager (Female Only)

Sombhumi Builders

  • 3 - 8 yrs
  • Lucknow
Direct Marketing Customer Relationship Leadership Sales Target Communication Skills Lead Generation
- Develop and implement sales strategies: Create and execute sales plans to meet targets and drive revenue growth.- Manage sales team: Lead and motivate a team of sales representatives to achieve individual and team sales goals.- Build and maintain client relationships: Establish strong relationships with clients, understand their needs, and provide solutions to meet their requirements.- Monitor sales performance: Track sales metrics and analyze data to identify areas for improvement and make necessary adjustments to achieve sales targets.- Conduct market research: Stay up-to-date on industry trends, competitor activities, and market conditions to identify opportunities for growth.- Excellent communication skills: Ability to effectively communicate with clients, sales team members, and other stakeholders to convey information and build relationships.- Strong negotiation skills: Capable of negotiating and closing deals with clients to meet sales targets and increase revenue.- Proven track record in sales: Demonstrated success in meeting and exceeding sales targets, with at least 3 years of experience in a sales management role.- Goal-oriented and results-driven: Motivated to achieve targets and drive sales performance, with a focus on delivering results.
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Hiring For Sales Manager

GG Consultancy

  • 1 - 7 yrs
  • 8.0 Lac/Yr
  • Lucknow
Direct Marketing Marketing Customer Relationship Retail Sales Insurance Sales Sales Operations
Seeking an experienced Sales Manager based in Lucknow, India. Responsible for leading a team of sales representatives, developing sales strategies, and achieving revenue targets. The ideal candidate will have 1-7 years of sales experience, a graduate degree, and strong leadership skills to drive sales growth and meet business objectives. Experience in managing a sales team, excellent communication skills, and a proven track record of meeting sales targets are essential for this role. The candidate should also be detail-oriented, customer-focused, and possess a deep understanding of the sales process. The ability to analyze market trends, identify opportunities for growth, and implement effective sales strategies is crucial. The Sales Manager will play a key role in driving revenue growth and building strong relationships with customers to ensure long-term success.
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Field Sales Executive

Ecora Bioceuticals Pvt. Ltd.

Direct Sales Selling Skills Field Sales Corporate Sales Customer Relationship Agency Sales Negotiation Skills Marketing Communication Management Skills Channel Sales b2c Marketing
Position: Veterinary AssociateA Veterinary Associate job is to promote and sell pets nutritionists / food supplements product of the company's.Meeting with professionals like doctors, distributors by building strong relationships.Explaining product features and benefits.Meeting sales targets, and distributing product samples. Location: Mumbai / Gujarat / Delhi / Jaipur / Lucknow / Patna / Agartala / Guwahati / Kolkata Qualification: B.Sc (Zoology)/ B. Pharma / B.VSc (Animal Nutrition)Interested candidate can share resume on hr@ecorabioceuticals.inCall or WhatsApp: 91+ 98196 43644
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Sales Consultant

Parsley Management Pvt. Ltd

Sales Direct Sales Sales Process Field Sales Negotiation Skills Team Management Skills Customer Relationship Customer Service Interpersonal Skills
Sales Consultant : Automobile Industry Location: Lucknow Full-Time Immediate Joining PreferredWe are Hiring!Are you passionate about automobiles and love interacting with people? Join our dynamic sales team as a Sales Consultant and help customers find their perfect vehicle!Key Responsibilities:Greet and assist customers in the showroom and understand their vehicle requirements.Explain product features, specifications, and pricing clearly.Arrange test drives and follow up with potential buyers.Maintain regular contact with existing and potential clients.Achieve monthly and quarterly sales targets.Maintain proper records of sales and customer interactions.Coordinate with internal departments for smooth delivery and documentation.Requirements:Education: Graduate or equivalent.Experience: Freshers can apply Experience in automobile sales will be an added advantage.Good communication and interpersonal skills.Passion for vehicles and customer service.Ability to work in a team and meet targets.Benefits:Attractive incentives on salesTraining and development supportCareer growth opportunities
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Sales Manager- Equity,Equity Portfolios,Pms,Mutual Fund

Growthinvesting Pvt. Ltd.

Equity Sales Online Sales Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Relationship Market Analysis Market Forecasting Wealth Manager HNI HNI Client Handling HNI Relationship Manager
Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025
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Sales Manager

Paytm

Corporate Sales Direct Marketing Field Sales Retail Sales Marketing Communication Direct Sales B2B Sales Target Achievement Sales Target Sales Strategy Customer Relationship
Paytm Sales Manager Preferences for Paytm,PhonePe or BharatPe Employees.
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Regional Sales Manager

Onfinity Technologies

Marketing Institutional Sales Channel Sales Presentation Skills Strong Communications Skills Performance Management Client Relationship Manager Negotiation Sales Planning Customer Focus Educational Sales Education Industry
We are Hiring!!Onfinity Technologies (Interactive Panel Division) is constantly growing and consequently we are in need of young talented people.If you know anyone who would be a good fit for this position and for our company's culture, Experienced sales professionals, please send them our wayThe candidate will be responsible for generating the revenue for the company, visit the client to explain and demonstrate the working and features of interactive panel (one of the educational product), manage payments by client timely and effectively, promote new business and maintain good relations with the existing client.Meets regional sales objectives by forecasting requirements, preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective actions.Establishes sales objectives by creating a sales plan and quota for districts in support of national objectives.Maintains and expands customer base by building and maintaining rapport with key customers, and identifying new customer opportunities.Ensuring highest level of employees relationship, motivation, & engagement to drive results and high level of customer satisfaction.Promptly responding to customer requests.Preparing budgets and analyzing the market.Identifying and acquiring new customers, as well up-selling to existing customer bases across region.Effectively managing and driving the sales cycle from prospection through to successful closure.Developing & implementing sales strategies and plans to meet revenue goals.Meeting & exceeding sales targets for the assigned territories. Analyzing market trends and competitors activities in the region.Education, ExperienceBachelors degree in business or related field a plusPrevious sales and management experienceExperience using sales tracking software
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Sales Manager

Career Connection

Channel Sales Customer Relationship Lead Generation Convincing Power Communication Skills Sales
Job Summary:We are seeking an experienced and driven Sales Manager to join our team in the Agency Channel of the life insurance sector. The ideal candidate should have a proven track record in driving business volumes of 4050 LPA and a solid background in agency sales. This role involves managing and expanding the agent network, achieving sales targets, and ensuring business growth in designated regions across Uttar Pradesh.Key Responsibilities:Recruit, train, and manage a team of life insurance agents.Drive agent activation and productivity to achieve monthly and annual sales targets.Generate new business and maintain existing client relationships.Ensure compliance with all internal and regulatory guidelines.Conduct regular meetings and performance reviews with agents.Analyze sales data and provide strategic inputs to improve performance.Collaborate with cross-functional teams to support business initiatives.Candidate Requirements:Minimum 3 years of experience in life insurance sales via the Agency Channel.Must have handled annual business of 4050 LPA.Strong network in the local geography (preferably Uttar Pradesh).Proven team management and leadership skills.Excellent communication, interpersonal, and negotiation abilities.Graduate in any discipline (MBA preferred but not mandatory).Benefits:Competitive fixed salary up to 7 LPA.Attractive performance-based incentives.Career growth opportunities in a leading insurance company.Travel reimbursements and other standard perks as per company policy.
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Area Manager

Sounza Group of Companies

Area Field Manager Area Manager Journalist Adaptability: Handling Staffs Hardcore Sales Marketing Lead Generation Leadership Skills Sales Communication Skills Time Management Customer Relationship Management Market Analysis Leadership Communication Strategic Planning
Area Manager in a Hindi Daily Newspaper, Dainik Saunjaarea Manager for the States of Bihar, Uttar Pradesh, Jharkhand, Madhya Pradesh, Chhattisgarh, New Dehi, Himachal Pradesh, Rajasthan and Uttarakhand is Required.positions : Area Managerexperience : No Experience Requiredremuneration/salary: upto Rs 25,000 per Month.place of Work : Bihar, Uttar Pradesh, Jharkhand, Madhya Pradesh, Chhattisgarh, New Dehi, Himachal Pradesh, Rajasthan and Uttarakhand.qualification Required: Any Graduate and Above (diploma or Degree in Journalism Can also Apply)number of Vacancies: 2775skills Required: Some Key Skills Include:1. Leadership: Ability to Lead and Motivate a Team of Journalists, Editors, and Sales Representatives.2. Communication: Strong Written and Verbal Communication Skills for Coordinating with Staff, Clients, and Corporate Headquarters.3. Strategic Planning: Developing and Implementing Strategies to Increase Circulation, Advertising Revenue, and Market Share in the Assigned Area.4. Problem-solving: Addressing Operational Challenges such as Distribution Issues, Personnel Conflicts, and Customer Complaints.5. Sales and Marketing: Knowledge of Advertising Sales Techniques and Strategies to Attract Advertisers and Increase Revenue.6. Budgeting and Financial Management: Managing Budgets, Controlling Costs, and Ensuring Financial Targets are Met.7. Market Analysis: Monitoring Market Trends, Competition, and Reader Preferences to Adapt Strategies Accordingly.8. Customer Relationship Management: Building and Maintaining Relationships with Subscribers, Advertisers, and other Stakeholders.9. Time Management: Efficiently Managing Time and Resources to Meet Deadlines and Achieve Targets.10. Adaptability: Ability to Adapt to Changes in Technology, Industry Trends, and Company Policies.selection Process:1. Written Test (online/offline) * Most Preferred Book: Area Manager Recruitment Guide By Prabuddham Publication2. InterviewOnly Residents of Bihar, Uttar Pradesh, Jharkhand, Madhya Pradesh, Chhattisgarh, New Dehi, Himachal Pradesh, Rajasthan and Uttarakhand Shall Apply to this Post, Candidates from other States Need to Relocate to These States.for More Details Visit Our Website: Www.sounza.com > Career
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Back Office Manager (1-3 Years)

Largus Biotech Pvt. Ltd.

  • 1 - 3 yrs
  • 2.0 Lac/Yr
  • Lucknow
Customer Relationship Data Management Time Management Staff Management Organizational Management Communication System Community Development Computer Operations Recruitment Development Communication Skills
Job Openings for 2 Back Office Manager Jobs with minimum 1 Year Experience in Lucknow, having Educational qualification of : B.A, B.Com with Good knowledge in Customer Relationship, Data Management, Time Management, Staff Management, Organizational Management, Communication System, Community Development, Computer Operations, Recruitment Development, Communication Skills etc.
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Sales Officer (Banking Sector)

Recquistar Placement Solutions LLP

Customer Relationship Marketing Corporate Sales Channel Sales Sales Operations Management Skills Leadership Time Management Direct Sales Interpersonal Skills Lead Generation Convincing Power Negotiation Skills Field Sales Direct Marketing
As a Banking Sales Manager, your primary responsibility will be to drive sales and revenue for the bank by acquiring new customers and expanding business with existing clients. You will be required to develop and implement sales strategies to meet targets and achieve growth. Key responsibilities include building and maintaining customer relationships, executing marketing initiatives, managing corporate sales accounts, overseeing channel sales activities, and ensuring smooth sales operations.
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Field Sales Executive - Full Time - Freshers

Paytm

Sales Marketing Product Promotion Problem Solving Knowledge Fusion Customer Relationship Retail Sales Marketing Communication Management Skills Strategic Communication Lead Generation Field Sales Field Marketing
Responsible for planning & scheduling market visits for lead generation.Meeting sales targets of multiple payments solutions such as QR code, EDC/card swipe machine, point of sales software, insurance and other financial products.Deployment of products and articulation of benefits & best practices at client locations.Ensuring customer satisfaction leading to higher sales conversions and retention.Gathering consistent feedback from market for existing offerings and insights on competitor.moves as feedback for product enhancements.Enable digital payments at unorganized retailers by on-boarding new retailers & make the understand the complete payments acceptance process and its benefits.Visit existing merchant and resolve if merchant having any issue.
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Hiring Freshers || Back Office Assistant

Scinext Group Skills & Technology Private Limited

Customer Relationship Microsoft Excel Microsoft Word Internal Communication General Office Management Communication System English Language Customer Calling Computer Skills Back Office Sales Followups Email Writing Quick Learner Communication Skills
Axis Bank - Young Banker ProgramPost-Asst ManagerSalary- 35000/-*Process Process:-*Online Application >> Online Assessment >> Online Interview >> Get Provisional Training Offer Letter >> Training >> Join Axis BankLevel 1 :- Written Test : Verbal Ability, Analytical Ability, Numerical Ability, Written English Test, Listening Comprehension TestLevel 2 :- Video Interview : Online Interview with Axis Bank TeamNote: The selected candidates shall be enrolled in the program ABYB and the 4 Month offline campus training in Manipal Global Banglore with 5000 Stypn Salary.During classroom training all-Accommodation / Fooding / Medical/ 1 Tablet Free.After completing 4 month campus training at Manipal University of BFSI , the candidate will start 90 days OJT at Axis Bank , OJT salary will be 25000/- for 3 month . At this time, the candidate will start receiving salary. After the OJT,You are eligible if: Your age is less than 30 Years Graduation Degree (10+2+3 pattern or 10+2+4 pattern) is compulsory Graduates from any stream with 50% in 10th, 12th, Graduation Candidates in the final year who have appeared for their final Semester Exam can also apply
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Openings For Back Office Assistant || Freshers & Experienced

Anarasiya Group

  • 0 - 5 yrs
  • 1.5 Lac/Yr
  • Female
  • Gomti Nagar Lucknow
Customer Relationship Microsoft Word General Office Management
Back office assistant position requirements.Office timing 10:30 to 6:30
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Back Office Manager

Globe Consultants (since 1992)

MS-excel MS Office Word Customer Relationship Data Management Staff Management Time Management Organizational Management Communication System Computer Operations Communication Skills
Hiring for 5 Back Office Manager Jobs in Lucknow, Gomti Nagar, Lucknow, with minimum 1 Year Experience,Required Educational Qualification is : B.A, B.C.A, B.B.A, B.Com, Other Bachelor Degree, M.A, M.C.A, M.B.A/PGDM, M.Com with Good knowledge in Ms-excel, MS Office Word, Customer Relationship, Data Management, Staff Management, Time Management, Organizational Management, Communication System, Computer Operations, Communication Skills etc.
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Field Sales Executive

Nacs Cleantech Pvt Ltd

Corporate Sales Customer Relationship Channel Sales Marketing Communication Management Skills Direct Sales Lead Generation Technical Sales Field Sales Negotiation Skills Selling Skills Field Marketing Strategic Communication Retail Sales
**Sales Executive Cleaning Equipment Lucknow**Join our team as a Sales Executive and help businesses and institutions in Lucknow discover smarter, cost-effective cleaning solutions!**What Youll Do:**- Pitch cleaning machines to facility managers, purchase officers, and admins- Demonstrate product use and benefits- Follow up on leads and close deals- Work with a supportive team and earn performance bonuses!**What Were Looking For:**- Sales experience (3+ years) in B2B preferred- Strong Hindi communication; basic English- Willing to travel locally for meetings- Energetic, ethical, and target-driven Location: Lucknow Salary: 20,00030,000 + incentives Apply now and grow with a fast-expanding business! Email CV to: saurabh@nacscleantech.com Call/WhatsApp: 7890000891
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Sales Manager Jobs For Freshers - Lucknow

Sky Mark Group

  • 0 - 3 yrs
  • 3.0 Lac/Yr
  • Lucknow
Direct Marketing Marketing Marketing Communication Leadership Direct Sales Customer Relationship
As a Sales Manager, your responsibilities will include developing and implementing strategic sales plans to achieve sales targets, managing a team of sales representatives, analyzing sales data and trends to identify opportunities for growth, and building strong relationships with customers. You will also be responsible for training and coaching sales staff, monitoring performance, and providing feedback to help them improve.
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Enrollment Councilor (Female)

Growthinvesting Pvt. Ltd.

Educational Sales Equity Sales Online Sales Tele Sales Manager Tele Sales Officer Tele Caller Tele Counselor Tele Marketing Executive Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Management Customer Manager Customer Relationship Market Analysis Market Forecasting Derivative Market Investment Planning Investment Strategies Investment Analysis Investment Management
Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.
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