Tele Sales Executive

Bajaj Capital; Mohali; On-site; INR 250,000 - 450,000; Full time

Job summary

Bajaj Capital in Mohali invites a talented sales associate to engage with prospective clients, explain wealth management and financial planning, and coordinate with the advisory team. You will build relationships, follow up with interested clients, and drive visits to the office for detailed discussions.

Ideal candidates are confident communicators with a customer-focused mindset and the ability to explain financial concepts clearly.

Responsibilities

• Make outbound calls to prospective clients and generate interest.
• Convince clients to visit the office for a detailed financial discussion.
• Explain the importance of Wealth Management, Financial Planning & Insurance.
• Understand basic client requirements and coordinate with the sales/financial advisor team.
• Follow up with interested clients and maintain regular communication.
• Build positive relationships with prospective and existing clients.

Job description

Role & responsibilities

Make outbound calls to prospective clients and generate interest.

Convince clients to visit the office for a detailed financial discussion.

Explain the importance of Wealth Management, Financial Planning & Insurance.

Understand basic client requirements and coordinate with the sales/financial advisor team.

Follow up with interested clients and maintain regular communication.

Build positive relationships with prospective and existing clients.

for any query ,please contact 9805476868