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E-Financial Planner 2208 views1 application

 E Financial Planner Job Description

 

  • Make telephone calls to prospects
  • Keep accurate and detailed records of calls made and results achieved
  • Achieve budgeted campaign DMC rate and specified targets
  • Understand and manage personal performance on a daily basis
  • Attend campaign briefings
  • Demonstrate a thorough understanding of our clients products and services and the objectives of specific campaigns
  • Maintain confidentiality
  • Act as a representative of the client and represent their interests at all times
  • Use company script guidelines appropriately and follow detailed briefs to conduct campaign calls
  • Provide feedback and input to script and copy development

• Record details of opportunities and lead notes

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JOB GET NOW, Rampal Awana Market, 3rd Floor,Above Radhika Garments, Atta, Sector- 27, Near Metro Station Noida sec-18,Pillar Number 71.