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Digital Financial Product Distributor (Position: 02)
Safe Invest India
posted 3d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- To enhance productivity efficiency through a well defined sales process. Do only what needs to be done .
- To control the business effectively efficiently make it more institutionalized rather than individual driven.
- Standardize the services for all eligible clients service as per client s profile/category.
- To project proper targets/business perform the same.
- To acquire business as per the company policies work as per the given processes.
- To source the business through telephonic means or using digital platforms.
Secondary KRA
- To prepare a Review Minutes of the Meeting precisely and appropriately.
- To complete CRM entries as per the meetings conducted, in the given TAT.
- To prepare, MIS Reports Review Reports for analysis as per the requirement of the business.
- To prepare Objectives Key Results (OKR) and Performance Measuring Matrix (PMM) reports to measure efficiency.
- To communicate and respond to the given task as per the given TAT.
- To enhance collaboration with other departments to achieve the given objective
- Minimum Graduation (Any field)
- Candidates having 0-2 years of experience in sales of financial products
Employment Type: Full Time, Permanent
Read full job description What people at Safe Invest India are saying
What Safe Invest India employees are saying about work life
based on 4 employees
Flexible timing
Monday to Saturday
Within city
Day Shift
Safe Invest India Benefits
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