Job Responsibilities:

• Identify and maintain a database of prospective institutions like corporates, colleges, and other platforms.
• Schedule introductory meetings, and presentations, for the sales team.
• Represent SAFEinvest professionally at external events and activities.

• Generate B2C leads through field visits, networking, referrals, events and market outreach.
• Qualify prospects and coordinate lead handover with the CRM dept.

• Maintain regular follow-up with prospective institutions.
• Build rapport with key decision-makers to create future business opportunities.
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  4. MIS & Coordination with CRM dept.
• Maintain lead records and track lead status and outcomes.
• Coordinate with the CRM dept. & Sales Team for effective follow-up and conversion

Key skills for the position:

• Lead Generation and Prospecting
• Communication Skills
• Networking Skills
• Customer Engagement
• Relationship Management
• Follow-up & Conversion Skills
• Basic Financial Awareness
• Initiative & Proactiveness

About Company

SAFEinvest has been a leading Mutual Funds and other Financial Products Distributor in South Gujarat since 2003. It has over two decades of rich experience in Financial Products Distribution. The management at SAFEinvest brings together a team of professionals with wide experience and knowledge in the FPD domain. Based in Surat and Vadodara, the team of Financial Products Distributors serves clients across India and Overseas. The management has a strong Vision for SAFEinvest as a globally respected company providing comprehensive services in the financial sector. The "Customer First" philosophy is deeply ingrained in the management and employees at SAFEinvest. The management aims to bring the best to the customers in terms of: Range of Products and Services Offered Quality Customer service

Qualifications

MBA