Rukmani Financial Services
Website:
rukmanifinancialservices.com
Job details:
Selected Intern's Day-to-day Responsibilities Include
- Generate leads through field visits, calls, and referrals for loans, mutual funds, insurance & stock market investment products.
- Meet clients in the assigned area, understand their financial needs, and pitch suitable solutions.
- Handle documentation, KYC, and coordinate with internal teams for loan/investment processing.
- Maintain daily sales reports, follow-ups, and update the CRM regularly.
- Achieve monthly client acquisition & revenue targets while ensuring strong customer relationships.
About Company: At Rukmani Financial Services, we're your partners on the financial path. With offerings in the stock market, investments, loans, and insurance, we're dedicated to creating prosperity. Our commitment lies in providing tailored financial solutions and expert guidance, ensuring your financial goals become a reality.
Click on Apply to know more.