Client Relations Manager - Telesales DAKSADA MANAGEMENT CONSULTANCY

We are recruiting for a large Investment & Wealth Services company. Our requirement is for ambitious and experienced tele-sales people with the ability to deal with High Net Worth Individuals and increase the total Assets Under Management for the business.

• Responsible for the sales of Financial Products to individuals
• Dealing with clients via email and telephone communication
• Promoting available products and services to clients in the India market
• Developing and maintaining excellent relationships with prospective and existing clients
• Contributing to the team effort by achieving targets
• Suggest comprehensive Sales strategies in collaboration with the Business Development Officer – Sales to enhance profits
• Serves as the primary point to clients, fostering strong relationships through efficient communication, personalised support, and proactive engagement
• Stays informed about industry trends, competitive landscape and best practices and reports the same to the BDO-Sales to keep track on the market dynamics
• Stays updated on marketing promotions and their terms and conditions offered by the Company, effectively communicating them to Clients
• Efficiently addressing client concerns and resolving issues in a timely and efficient manner, escalating complex or sensitive matters to appropriate channels as needed to ensure swift resolution
• Familiarises oneself with the product portfolio and platform to navigate effectively and close the sale
• Acts in the best interest of the Company at all times and collaborates with the rest of the Sales team to promote the Company’s services effectively
• Cultivates and maintains excellent working relationships with other departments, including Affiliation, Dealing, Back Office and Compliance