Wealth Advisor (Telesales)

To deliver new recurring product sales through proactively approaching potential customers, conducting cold desk research and calling to generate and close opportunities for new sales.

• Keep up with Product Knowledge & promotions.
• Should follow proper calling script for calls / Dialer KPI.
• Adhere to the Dialer KPI (Login Hours 9 hours & Available to take calls 7 hours).
• Have a Customer centric approach.
• Good Follow-up & Lead management.
• Keep a track of daily/Weekly & monthly targets.
• Follow company policies Maintain discipline in terms of Attendance & dress code.