Senior Telesales Associate

Job Description – Telecaller & Front Office Executive

Position: Telecaller & Front Office Executive

• Key ResponsibilitiesHandle inbound and outbound calls to prospective and existing clients.
• Generate leads and schedule appointments for the sales/advisory team.
• Follow up with clients regarding investments, KYC, documentation, and service requests.
• Welcome and attend walk-in clients professionally.
• Manage the front desk, visitor register, and incoming calls.
• Coordinate client meetings with Relationship Managers and Advisors.
• Assist clients with KYC documentation, account opening, and service requests.
• Maintain client records, MIS reports, and follow-up trackers.
• Coordinate with Head Office and internal departments for operational requirements.
• Handle office correspondence, courier, emails, and administrative support.
• Ensure the reception area is clean, organized, and presents a professional image.
• Required SkillsExcellent communication skills in Hindi and English.
• Good telephone etiquette and customer service skills.
• Basic knowledge of MS Office (Excel, Word, Outlook).
• Strong organizational and multitasking abilities.
• Positive attitude, confidence, and professional appearance.
• Preferred QualificationGraduate (preferred) or equivalent qualification.
• 1–3 years of experience in telecalling, customer service, front office, or financial services.
• Experience in stock broking, banking, insurance, or wealth management will be an added advantage.