Lead Generation:

Actively prospect for new customers through cold calling, networking, market research, and referrals to identify potential loan and investment opportunities. 

Customer Engagement:

Conduct in-depth consultations with prospective clients to understand their financial needs and recommend suitable products from Shriram Fortune's portfolio. 

Sales Conversion:

Present product features and benefits effectively, address customer concerns, and negotiate terms to close deals within sales targets. 

Relationship Building:

Establish and maintain strong relationships with existing clients through regular follow-ups, providing excellent customer service, and cross-selling opportunities. 

Market Knowledge:

Stay updated on market trends, competitor analysis, and regulatory changes impacting the financial services industry. 

Compliance Adherence:

Ensure all sales activities comply with company policies, KYC norms, and relevant regulatory guidelines.