Walk-in | Virtual Relationship Manager

Latin Manharlal Securities Pvt Ltd.; Mumbai; On-site; INR 350,000 - 700,000; Full time

Job summary

Latin Manharlal Securities Pvt Ltd in Mumbai seeks a results-driven Tele Sales Executive to drive client acquisition through cold calling and follow-ups, articulate financial product features, and maintain CRM activity.

You will build a robust sales pipeline, analyze client needs, recommend suitable products (Equity, Mutual Funds, Insurance), close deals, and consistently hit monthly and quarterly targets while complying with regulatory guidelines.

Qualifications

• Proactively reach out to potential clients through cold calling and follow-ups.
• Build and manage a robust pipeline of prospective clients.
• Clearly articulate features and benefits of financial products to prospects.
• Understand client financial needs and recommend suitable products.
• Master telephonic sales process from opening to handling objections and closing.

Responsibilities

• Proactively reach out to potential clients through cold calling, database marketing, and lead follow-ups.
• Build and manage a robust pipeline of prospective clients.
• Clearly articulate the features and benefits of our financial products (Equity, Mutual Funds, Insurance) to prospects.
• Understand the client's financial needs and recommend suitable products.
• Master the art of the telephonic sales process, from opening the call to handling objections and successfully closing the deal.
• Meet and exceed monthly and quarterly sales targets for client acquisition and revenue.
• Maintain accurate and detailed records of all client interactions and sales activities in our CRM system.
• Adhere strictly to all regulatory and company guidelines during the sales process.

Skills

Client acquisition

Sales pipeline

Product pitching

Needs analysis

Sales closure

Target achievement

CRM management

Compliance

Job description

Role & responsibilities

• Client Acquisition: Proactively reach out to potential clients through cold calling, database marketing, and lead follow-ups.
• Sales Pipeline Management: Build and manage a robust pipeline of prospective clients.
• Product Pitching: Clearly articulate the features and benefits of our financial products (Equity, Mutual Funds, Insurance) to prospects.
• Needs Analysis: Understand the client's financial needs and recommend suitable products.
• Sales Closure: Master the art of the telephonic sales process, from opening the call to handling objections and successfully closing the deal.
• Target Achievement: Meet and exceed monthly and quarterly sales targets for client acquisition and revenue.
• CRM Management: Maintain accurate and detailed records of all client interactions and sales activities in our CRM system.
• Compliance: Adhere strictly to all regulatory and company guidelines during the sales process.Role & responsibilities