Designation: Financial Advisor
Roles & Responsibilities:
• Contact businesses and private individuals by telephone to promote services
• Should be able to explain the product and its benefits to the customers
• Resolving customer queries
• Customer follow up and feedback post initial interaction
• Record customer and transaction details and obtaining customer information
• Schedule appointments for sales staff to meet prospective customers
Education and Experience
• Candidate must be a graduate from any stream / Undergraduate with excellent communication skills & at least 1yr tele-calling experience
• Relevant work experience in sales, marketing, promotions or telemarketing
• Candidates from banking and insurance background are preferable
• Proficiency in relevant computer applications
Key Competencies:
• Information gathering and management
• Persuasiveness
• Adaptability
• Initiative
• Negotiation skills
• High energy levels
• Self-motivation
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