- Identify and generate new sales opportunities through cold calling, networking, and referrals.- Understand client needs and recommend suitable financial products (e.g. Mutual Fund, Investment plans, insurance, etc.).- Develop and maintain long-term relationships with clients to drive customer loyalty.- Maintain a strong understanding of company products, policies, and industry trends.- Maintain accurate records of sales activities and client interactions using CRM software- Previous experience in insurance, wealth management, etc.(Preferred)- Certifications such as IRDA or NISM (Optional).- Previous experience in [specific sector, e.g., insurance, wealth management, etc.] (ref:updazz.com)