Sales

1 day ago

BARODA COMMERCIAL Baroda Gujarat India, Gujarat Sundaram Finance Full-time

Make regular service oriented calls to qualified individuals.

 

File and maintain client documents.

 

 

Prospecting and contacting qualified individuals, understand their financial needs, gauge their level of investment interest, schedule appointments or send marketing material.

 

 

To Manage clients and provide timely response to their questions and requests.

 

Comply with Company policies, procedures and compliance rules and regulations.

 

Complete other tasks as assigned by the Regional Investment Manager and the Head Sales.