Reach out to inbound & outbound leads and handle outbound follow-ups via calls, emails, and WhatsApp.
Understand prospect's professional goals and recommend suitable programs.
Conduct program demos or counselling sessions when needed.
Drive program registrations by achieving monthly and quarterly sales targets.
Maintain accurate lead status and follow-up actions in the CRM system/ Google Sheets. - Coordinate with internal teams to ensure smooth onboarding and communication.
Share feedback from prospects to improve sales scripts and marketing materials.
Attend sales meetings and contribute ideas for team success.

About Company: Network FP was established in 2011 to help personal finance professionals in India develop and grow a client-centric, process-driven, and knowledge-based financial advisory practice. Network FP is a PAN-India professional membership organization for financial advisors (IFAs), certified financial planners (CFPs), registered investment advisors (RIAs) & other personal finance professionals.

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Corporate Sales Associate in Mumbai