ARTH VIPRA FINVEST PVT LTD

Contacting current and potential clients to inform them regarding the product and service related.

Answering all queries and questions regarding the company and product.

Understanding customers’ requirements by asking questions and closing the deal.

Keeping the customer database maintained and updated.

Facilitating companies’ sales by going the extra mile and meeting a sales quota.

Keeping a record of all the sales calls and notes of useful information.

Requirements

1+ years of experience as a Tele caller or any similar role.

Proven track record of successfully achieving the sales quota.

Knowledge of computer programs like CRM and telephone systems.

Excellent interpersonal and communication, research, and record-keeping skills.

Excellent negotiation skills and the ability to resolve issues.

Candidates with the knowledge of BFSI and Experience in BFSI and BPO should be given preference.

Skills Required:

Must have strong communication skills

Prior Experience in working as a Tele caller or similar roles

Proven or sounds ability in Tele sales

Should aware of CRM

Should have sound knowledge of

Effective Communication skills (English)   

Role: Tele caller  

Industry Type: BFSI

Employment Type: Full Time,

Day Shift: 9:30 am to 6:00pm 

Salary: 10k to 20 K

‘Arth Vipra Finvest Pvt Ltd’ founded in 2021, meaning of this name is “Money Expert”, aims to serve the needs of individuals and enterprises in managing their finances by providing research-based distribution of world-class financial products keeping affordability in mind, and leveraging the best technology-based solutions. Arth Vipra Finvest Pvt Ltd has clients from all over the globe and is scaling up its reach using digital processes.

As an experienced and visionary Sales Manager, you will lead our mutual fund and insurance sales division. The ideal candidate will be a strategic thinker with a proven track record of driving revenue growth, expanding market presence, and building high-performing sales teams. This role offers an exciting opportunity to shape the future of our sales operations and drive business success in the financial services industry.

Key Responsibilities: 

·      Market Research and Analysis

·      Sales

·      Marketing Initiatives

·      Customer Relationship Management

·      Administrative Tasks

KRAs

Description

1.     Market Research and Analysis

·       Develop and implement strategic sales plans and initiatives to achieve revenue targets, market share growth, and profitability.

• Define sales objectives, set performance metrics, and establish action plans to drive results and meet business goals.

2.    Sales

·        Lead, mentor, and inspire a team of sales managers and representatives, fostering a culture of excellence, collaboration, and continuous improvement.

·         Provide guidance, coaching, and support to develop sales talent and maximize individual and team performance.

3.     Marketing Initiatives

·        Build and maintain relationships with key clients, strategic partners, and industry stakeholders to drive business development opportunities and enhance client satisfaction.

·        Collaborate with the sales team to identify client needs, customize solutions, and deliver value-added services.

4.     Customer Relationship Management

·        Identify new market opportunities, industry trends, and emerging customer needs to capitalize on growth potential and expand market presence.

·        Develop and execute market penetration strategies, targeting specific segments and geographic regions.

5.     Administrative Tasks

·        Oversee all aspects of sales operations, including sales forecasting, budgeting, pipeline management, and performance tracking.

·        Analyze sales data, market trends, and competitive landscape to assess performance, identify areas for improvement, and drive informed decision-making.

6.     Cross-Functional Collaboration

·        Collaborate closely with internal stakeholders, including marketing, product development, operations, and finance teams, to ensure alignment of sales strategies with overall business objectives.

·        Drive cross-functional initiatives to enhance sales effectiveness, streamline processes, and optimize resource allocation.

Other Details:

Education/Qualification/Training

Master’s/ bachelor’s degree in business administration, Marketing, Finance, or related field.

NISM exam-module VB : Mutual Fund Distributors (certification required within a month of joining)

Experience

Prior experience in sales or marketing roles (BFSI sector experience)

Skills

·        Proven expertise in mutual fund and insurance sales, with a deep understanding of products, markets, and industry regulations.

·        Strong leadership and management skills, with the ability to inspire and motivate teams to achieve ambitious goals.

·        Strategic thinker with excellent analytical and problem-solving abilities, capable of translating market insights into actionable sales strategies.

·        Exceptional communication, negotiation, and relationship-building skills, with the ability to influence stakeholders at all levels.

·        Demonstrated ability to thrive in a fast-paced, dynamic environment and drive change and innovation.