Tele Sales Executive

2 days ago

Mumbai, Maharashtra, India Naik Wealth Full time ₹ 2,00,000 - ₹ 6,00,000 per year

Role OverviewCompany Profile:

A D Naik Wealth is one of Indias top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). With a legacy spanning over three decades, the company has served over 18,000 satisfied clients across 217 cities and 25 countries. As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service.

Role Overview


• Scheduling client meetings daily for sales, attending phone calls, dealing with client queries, processing transactions.


• Tele-sales by identifying the client's needs and suggesting the product available.


• Executing the transactions as requested by clients/ Growth Managers and completing the same within TAT.


• Providing troubleshooting assistance for Transactions, portfolios, and relevant problems


• Providing data and analysis to help the sales team.


• Responding to clients' and Prospects' queries.


• Manage sales tracking tools, ERP, and CRM systems and report on important information


• Liaise with the growth managers to develop specific sales strategies


• Stay up to date with all Mutual funds and Insurance products


• Helping the sales team with the presentation and joint calls

Candidate Profile


• Graduate in any stream,


• Excellent Communication skills


• Wealth management experience will be preferred


• Freshers are also invited.

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