Telesales - Wealth Manager

• Identify target markets and develop strategies to drive high volumes of new funds.
  
• Manage existing investment products and customer relationships
  
• Conduct outbound calls to prospective customers to sell our products or services.
  
• Meet and exceed sales targets for the investment product contributing significantly to the growth of the organization s investment portfolio.
  
• Customer acquisition and relationship management.
  
• Monitor fund mobilization progress and provide regular reports.
  
• Effectively communicate the features and benefits of our products or services to potential customers.
  
• Collaborate with the sales team to identify opportunities for crossselling or upselling.
  
• Answer customer questions and address any concerns they may have.
  
• Represent the company at industry events to network and promote the investment product.
  

Requirements

• Minimum 1 year experience in Telesales Wealth Manager Deposit Mobilizer.
  
• Preferably in the financial services industry.
  
• Proven work experience as a Sales Executive Sales Associate or similar role.
  
• Strong track record of meeting or exceeding sales targets and driving revenue growth.
  
• Excellent communication and interpersonal skills with the ability to build rapport with clients.
  
• Highly persuasive and skilled in objection handling and closing techniques.
  
• Resultsoriented mindset with a competitive spirit and a drive to succeed.
  
• Proficient in using CRM software and other sales tools.
  
• Strong analytical and problemsolving skills.
  
• High level of integrity and professionalism.
  
  
  

Benefits