As a Lead Generation Associate at R G Wealth, you will play a crucial role in promoting our financial services to potential clients. Your effective communication skills will be put to good use as you engage with clients over the phone, providing them with information about our services and answering any queries they may have. Your strong interpersonal skills will help you build rapport with clients, ultimately increasing our client base. Proficiency in MS-Excel will be essential for maintaining accurate records of client interactions. Your English proficiency, both spoken and written, will ensure clear and professional communication with clients.
Key Responsibilities
- Making outbound calls to potential clients to introduce our financial services.
- Engaging with clients in a professional and friendly manner to build relationships.
- Providing information about our services and addressing client inquiries.
- Maintaining detailed records of client interactions and updating the database.
- Following up with clients to ensure satisfaction and address any issues.
- Collaborating with the sales team to meet targets and achieve sales goals.
- Continuously improving communication skills and product knowledge to better serve clients.
About Company: We are a financial advisory & investment management organization providing customized financial services to clients such as investment planning, insurance planning, and loan services.
