Telecalling Executive

JD-

• Client Acquisition: Reach out to potential clients via calls, emails, or referrals.
• Needs Assessment: Understand financial goals (retirement, tax savings, wealth growth).
• Product Pitching: Present mutual funds, insurance, tax-saving instruments, or portfolio services.
• Relationship Building: Maintain long-term client relationships for repeat business.
• Compliance: Ensure adherence to financial regulations and ethical sales practices.

🛠️ Skills Required

• Strong communication and persuasion skills
• Financial knowledge (mutual funds, tax-saving strategies, portfolio optimization)
• Analytical ability to match products with client goals
• Empathy and patience to handle objections
• CRM and telesales tools proficiency
• fluent english communication

🎯 Success Metrics

• Sales incentive achieved (number of clients onboarded, AUM growth)
• Client retention and satisfaction scores
• Cross-selling and upselling effectiveness
• Compliance and ethical standards maintained