1. Retention percentage should be monitored on a regular basis.
2. A maximum number of appointments should be given to the sales executives.
3. Outbound calling on data collected through lead generation activities/ secondary data sources
4. Scheduling appointments for venue sales and direst sales out of these calls.
Spread across 2 verticals, Optimum Financial Solutions Pvt. Ltd. is India's leading Financial Solutions IT Firm Catering to Financial Intermediaries with Cloud Based Solutions for Wealth Management, Portfolio Tracker, Financial Planning & Customer Relationship Management Modules helping them to do business efficiently, avoid Data Duplication and Improve Productivity.
The company caters to 1200+ clients ranging from individual financial advisors to Fortune 500 clients.
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