Track 1: Entry-Level BFSI Sales Professionals (0-2 yrs)
(Telecallers, Relationship Executives, Sales Officers, and Freshers in Mutual Funds, Loans, Insurance, Banking, Wealth)
The fastest and most practical path for new BFSI sales professionals to go from struggling with low incentives and constant rejections…
To confidently closing more sales, handling clients like a pro, and becoming job-ready with the skills BFSI companies actually value — even if you’re just starting out.
Feeling stuck in a low-paying sales job
Even though you’re working harder than ever?
You joined the BFSI industry with dreams of growth, recognition, and earning respect…
But right now, you’re probably facing:
- Salary that barely covers expenses
- Clients who don’t trust you because you’re “too new”
- Managers who only care about daily targets
- Zero clarity on how to grow — beyond calls and rejections
Let’s get one thing straight — this is NOT your fault.
You were trained to sell, not to grow.
Which BFSI Roles
is This Ideal For?
Track 1: Entry-Level BFSI Sales Professionals (0–2 years experience)
For Telecallers, Relationship Executives, Sales Officers, Junior RMs in Mutual Funds, Loans, Insurance, or Banking
✅ Mutual Fund Telecallers
Handling SIP leads, appointment setting, product pitching support
✅ Loan DSAs & Inside Sales
Selling Personal, Home, Business loans with limited training
✅ Insurance Telecallers & Trainees
Pitching Term, Health, Life policies on daily calls
✅ Retail Banking RAs/Sales Officers
Pushing cards, CASA, deposits, and basic banking products
✅ Wealth Management Assistants
New joiners supporting senior RMs, HNI onboarding or upselling
🎯 If you’re new and facing rejections, low salary, and no promotion path — this track gives you the skills, scripts, and confidence to grow faster than your peers.
no... your job training won’t teach you this
In today’s fast-moving BFSI world, just doing calls or product pushing is not enough.
You need real-world sales skills, product confidence, and career positioning to:
- Sell with impact (even without deep experience)
- Make clients trust you faster
- Show managers you’re promotion-ready
- Move from “just another telecaller” to “high-potential BFSI performer”
Introducing: 1-on-1 Coaching for
Entry-Level BFSI Sales Professionals
This is NOT a boring course or another roleplay session.
This is a fully personalized coaching plan that helps you:
✓ Sell confidently — without fear or awkwardness
✓ Handle rejections like a pro
✓ Hit your targets — and grow faster than your peers
✓ Get noticed for salary hikes and promotions
Whether you’re in Mutual Funds, Insurance, Loans, or Banking —
this coaching shows you how to win as a fresher.
fully personalized coaching plan
1-on-1 Coaching for Entry-Level BFSI Sales Professionals
Sales Confidence & Communication Skills
✅ How to talk to clients who are older or richer — with confidence
✅How to structure your pitch so people listen (and buy).
✅ What to say when they say “I’m not interested” or “Already have someone”
Product Knowledge Simplified
✅ Mutual Funds, Loans, Insurance, Banking — core selling points made easy
✅ Daily use templates: Call openers, objection handling, follow-ups
Career Growth Plan
✅ How to position yourself for a better job within BFSI
✅ How to crack internal interviews for team lead/promotion
✅ How to move from ₹15K/month to ₹40K–₹60K/month roles in 6–12 months
1-on-1 Coaching Support
✅Weekly coaching calls (flexible time)
✅ Step-by-step skill improvement plan
✅ Ongoing WhatsApp guidance for on-the-job challenges
[BONUSES – TO FAST-TRACK YOUR SUCCESS]
BONUS #1
Salary Hike & Promotion Planner
Step-by-step framework to get 30–50% hike in 6–12 months
BONUS #2
Call Pitch & Follow-up Vault
Scripts for every step: First call, follow-up, conversion
BONUS #3
Interview Readiness Kit
Mock interview prep + answers for BFSI sales job switching
BONUS #4
Self-Branding Basics
How to make your managers & HRs notice your performance
BONUS #5
Ready-to-Use Sales Pitch Templates (for Telecalling & Field Sales)
Scripts for Mutual Funds, Loans, Insurance, and Bank products
BONUS #6
First 30 Days Action Plan to Hit Sales Targets
Daily activities, calls, and follow-up checklist for new joiners
BONUS #7
Confidence Booster Kit
Role-plays, objection handling flashcards, and mock pitch recordings
BONUS #8
Sector Switch Starter Kit
How to shift from calling roles to full-time RM or advisor roles in MF, Insurance, etc.
That’s what this 1-on-1 program does for you.
We don’t just teach — we transform your BFSI career, step by step.
FAQ
👉 Step 1: Book Your Free Clarity Call
👉 Step 2: Get your custom coaching track + roadmap
👉 Step 3: Start 1-on-1 coaching with expert support
Not at all. It’s built for beginners in BFSI who want to grow fast.
No problem. Coaching is in easy Hindi + English mix — focused on real skills.
Yes — the content is personalized to your product + role.
Yes, you’ll get a completion certificate after finishing your customized coaching track. But more importantly, you’ll walk away with practical results — not just a certificate.
This is 100% personalized + implementation-based. No pre-recorded theory. Live 1-on-1.
Join the Program Now –
1 on 1 coaching
(Limited Seats. Don’t Miss Out!)
What you get:
✅ Full 1-on-1 Coaching Plan (6–8 Weeks)
✅Role-Specific Sales Confidence + Growth Strategy
✅ 8 Powerful Bonuses
You're not just buying coaching.
You're investing in your first real promotion — faster than others.
Don’t wait for your company or manager to “notice you.”
Take charge.
Book your Free Clarity Call today and tell us:
- Your current role
- What you’re struggling with
- Where you want to reach in 3–6 months
We’ll help you design a plan — personalized and proven to work.
Click below and schedule your Clarity Call now.
Let’s turn your BFSI job into a high-growth career.