15/04 Rupa
Operation Head at Kulaja Services LLP

Views:34 Applications:5 Rec. Actions:Recruiter Actions:3

Telesales Professional - BFSI (0-1 yrs)

Bangalore Job Code: 70869


- New Client Prospecting - Through cold-calling, appointments, reference etc.

- Explain about the Company, its products & services to existing clients & prospects.

- Promote investments in Equity products, Currency trading, Mutual Funds, Insurance and PMS.

- Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on market trends.

- Cross Sell to existing clients.

- Keep regular contacts with the clients of the branch through telephone calls and meetings.

- Assist team members in the Branch to close leads.

- Provide investment application forms to clients and assist them in filling.

- Provide after sales service, follow-up and ensure client retention.

- Ensure the maintenance and enhancement of the AUM of the branch.

- Prepare daily sales report and send to Branch Head and Sales Manager.

- Make prompt entries in the back office of business done by branch in the Equity & Currency Segments.

- Support branch promotional activities.

Location: Bangalore

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