Telecalling Executive

Job Description (JD) suitable for a stock market advisory firm covering Business Analyst (BA), Sales/Calling Executive, and Sales Manager/Team Leader roles.

1. Business Analyst – Stock Market Advisory

Job Title: Business Analyst – Stock Market Advisory

Department: Business Development / Sales

Experience: 1–4 years

Location: [Location]

Employment: Full-time

Key Responsibilities:

- Analyze business performance, sales data, revenue, and customer trends.

- Prepare daily, weekly, and monthly MIS reports.

- Track sales team performance against targets.

- Analyze lead conversion, calling performance, client retention, and revenue.

- Coordinate with sales, operations, and advisory teams to improve business processes.

- Identify gaps and opportunities for improving sales productivity.

- Maintain dashboards and management reports using Excel/Google Sheets.

- Support management in business planning and target setting.

- Ensure accuracy and timely reporting of business data.

Required Skills:

- Strong knowledge of MS Excel/Google Sheets.

- Good analytical and numerical skills.

- Knowledge of sales MIS and CRM systems.

- Good communication and coordination skills.

- Understanding of stock market/financial services is preferred.

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2. Sales / Calling Executive – Stock Market Advisory

Job Title: Sales & Calling Executive

Department: Sales / Business Development

Experience: Fresher–3 years

Employment: Full-time

Key Responsibilities:

- Make outbound calls to prospective and existing clients.

- Generate leads and convert prospects into paying clients.

- Explain the company's stock market advisory services and subscription plans.

- Understand client requirements and recommend appropriate services.

- Follow up with leads through calls and WhatsApp/email as permitted by company policy.

- Achieve daily, weekly, and monthly sales targets.

- Maintain accurate records of calls, leads, follow-ups, and conversions in CRM.

- Build and maintain strong client relationships.

- Coordinate with the advisory team for client queries.

- Follow company compliance and communication guidelines while discussing financial products/services.

Required Skills:

- Excellent communication and convincing skills.

- Hindi and English communication preferred.

- Strong sales and negotiation ability.

- Comfortable making a high volume of outbound calls.

- Target-oriented and self-motivated.

- Stock market knowledge is an advantage.

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3. Sales Manager / Team Manager – Stock Market Advisory

Job Title: Sales Manager / Team Leader

Department: Sales

Experience: 3–8 years

Team Size: 5–20 executives

Key Responsibilities:

- Manage, train, and motivate the sales/calling team.

- Set daily, weekly, and monthly sales targets.

- Monitor individual and team performance.

- Track lead generation, conversion, follow-ups, revenue, and client retention.

- Conduct daily team meetings and performance reviews.

- Coach executives on calling techniques, objection handling, and closing.

- Monitor call quality and ensure adherence to company policies.

- Develop strategies to improve conversion rates and revenue.

- Prepare and share daily/weekly/monthly sales reports with management.

- Handle escalated client issues and support the team in closing important prospects.

- Coordinate with Business Analyst, Operations, and Advisory teams.

- Ensure the team follows applicable regulatory and internal compliance requirements.

Required Skills:

- Strong leadership and team-management skills.

- Excellent sales, negotiation, and communication abilities.

- Proven experience managing a telesales/calling team.

- Strong understanding of sales targets, KPIs, and CRM.

- Ability to motivate a target-driven team.

- Stock market/financial services experience preferred.

Suggested KPIs

Role Key KPIs

Business Analyst MIS accuracy, reporting TAT, sales analysis, dashboards, data accuracy

Calling Executive Calls/day, qualified leads, conversion %, revenue, follow-ups, retention

Sales Manager Team revenue, target achievement %, conversion %, productivity, retention, team performance

Important for a stock-market advisory business: The JD should also make clear that employees must follow applicable SEBI regulations, company compliance policies, and approved communication practices, particularly when discussing investment/advisory services with clients.