• Assisting customers in sale of a range of financial products on phone.
• Providing customer support over the phone or an Email.
• Answer queries about products or the company.
• Reaching productivity that meets job standards, while working with speed and accuracy.
• Meeting and exceeding targets as assigned periodically.
• Ability to learn about products and services and describe/explain them to prospects.
• Understanding customer requirement and closing sales.
• Responding in a timely and effective manner to all internal communication