Telesales Specialist
Policybazaar.com
About the Role
Telesales Specialist at Policybazaar.com.
Key Responsibilities
- Develop and maintain strong client relationships.
- Provide personalized investment advice based on clients' financial goals.
- Conduct market research and analysis to inform investment strategies.
- Monitor client portfolios and make recommendations for adjustments.
- Stay updated on financial regulations and market trends.
Requirements & Tech Stack
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in financial software and tools.
- Master’s degree in Finance, Economics, or a related field.
- Age: 18-30
Qualifications
- Relevant certifications (e.g., CFA, CFP) are preferred.
- Experience in portfolio management is preferred.
- Knowledge of investment products and strategies is preferred.
Contact: 9311906418
Email: [email protected]