Job Description

Aashna Financial Services is a financial service platform that assists individuals, corporate bodies, and NRIs in investing in Direct Equity, Mutual Funds, Fixed Deposits, and Bonds online and offline.

Responsibilities:

*) Excellent written and verbal communication

*) Keep prospective client database updated

*) Build contacts with potential clients to create new business opportunities

*) Communicating with customers, making outbound calls to potential clients, and following up on leads.

*) Understanding clients’ needs and identifying sales opportunities.

*) Answering potential clients' questions and sending additional information per email.

*) Explaining and demonstrating features of products and services.

*) Staying informed about competing products and services.

*) Upselling products and services.

*) Researching and qualifying new leads.

*) Closing sales and achieving sales targets.

*) Make cold calls for new & existing business leads

*) Maintain knowledge of service offerings of the company

*) Follow company guidelines and procedures for the acquisition of customers, submission of quotations

*) Update CRM system with all customer communications