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0.5 to 4 Years 
10,000 - 27,000 Per Month To make telephonic calls and schedule appointments on lead data generated from various sources with an aim to increase the sales.
1. Retention percentage should be monitored on regular basis.
2. 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.
Optimum Financial Solutions Pvt. Ltd. also called as OFSPL is an IT Firm Catering to Financial Intermediaries and was founded in the year 2012 with an Aim to Provide Single Application for All Technology needs of Financial Intermediaries through its Cloud Based Solutions for Wealth Management, Portfolio Tracker, Financial Planning & Customer Relationship Management Modules helping to do business efficiently, avoid Data Duplication and Improve Productivity.
Currently Company has got 2 Cloud Based Application OptiCloud & OptiMF. Both Application are Integrated and thereby through Single Application provider it serve purpose of Financial Planning, providing live valuation for various asset classes, tracking goals and Monitoring Investments assigned to goals.
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