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07/03 Deep Bhong
HR Recruiter at BTW Financial Services and Pvt Ltd

Views:8 Applications:4 Rec. Actions:Recruiter Actions:0

BTW Financial Services & IMF - Executive - Sales (0-1 yrs)

Mumbai Job Code: 316035

- Engage directly with customers to promote a broad range of financial products.

- Forge strong relationships with clients and the community to understand and meet their financial aspirations.

- Recommend tailored investment and insurance solutions, ensuring a thorough understanding of clients' needs.

- Guide customers towards mutual funds and insurance products that match their financial goals.

- Complete thorough customer profiling during each interaction, ensuring all documentation is accurately filled and processed.

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