Sales Associate
5 days ago
Role Overview
The Sales Associate will be responsible for initiating outbound calls to prospective clients to introduce them to our investment products and services.
Key Responsibilities:
- Initiate outbound calls to prospective clients and introduce them to our investment products and services.
- Identify and generate new leads through cold calling, referrals, and other appropriate channels.
- Engage with potential clients in a friendly and professional manner to understand their investment needs and offer suitable solutions.
- Acquire in-depth knowledge of our investment products and services and stay updated with the latest market trends.
- Maintain accurate records of all interactions with clients and update the CRM system regularly.
Qualifications and Skills:
- High school diploma or equivalent.
- Proven experience in sales or a related field.
- Excellent verbal communication skills and a pleasant telephone manner.
- Strong persuasive abilities and negotiation skills.
- Basic understanding of financial markets and investment products.
- Able to work independently and as part of a team.
- Fluency in English and additional languages such as Hindi, Telugu, Malayalam, Urdu, and Kannada is an asset.
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