1) Sales and Marketing of financial products like Mutual funds, Loans, Insurance, Fixed Deposit and Alternate Assets.
2) Lead generation by cold calling as well as database calling and fixing up appointments.
3) Regular follow up with clients for acquisition and ensuring onboarding of clients on our online platform.
4) Ensuring high levels Of customer satisfaction through excellent sales and after sales service.
5) Periodic review of client’s portfolio on monthly or quarterly basis.
6) Apart from the regular salary there would be no cap on incentives earned by the employees.
DREAMS envisions long-term financial well-being for all individuals and families. In pursuit of this vision, we established the firm in 2018 with the aim of providing solutions to individuals and assisting them in making informed financial decisions.