Job responsibilities

• Make outbound calls and mails to prospective customers.
• Work to daily / weekly targets, to achieve required.
• Responsible for selling financial planning service and create revenue.
• Explaining and promoting financial planning to prospective clients.
• Assisting with marketing activities.
• To handle the client complaints of their queries regarding the services and take their feedback about the services.
• Maintaining and updating customer database.
• Provide financial planning support to client.
• Assist client in the gathering of financial information.
• Explaining Financial Plan report to the clients.

Job Requirements:

• Candidate should be from BFSI (experienced in any one sector broking, banking, MF, Insurance) preferably with experience in selling Insurance, Mutual Funds etc.

Skill Set Required:

• Confident and friendly telephone manner.
• Excellent time management skills.
• Able to prioritize and execute tasks in a high-pressure environment.
• Self-motivated attitude.
• Excellent verbal and written communication skills in Malayalam, English and Hindi.
• PC skills using MS Office/Open Office.
• Strong communication, negotiation and presentation skills.
• Accuracy, attention to detail and the ability to explain complex information clearly and simply.
• A good team player with positive attitude.
• Strong analytical and Problem-solving skills.

Education: Graduate- B. Com, BBA, PG-M.COM, MBA in Finance-Any Qualification.

Experience: 2-4 years’ work experience in Financial Sector.

Language: English, Hindi & Malayalam .

Remuneration: As per Industry standards.

Location : Cochin, Kerala