Telecaller

Job description:

We are a leading financial services company offering a wide range of investment solutions, including equities, mutual funds, portfolio management services, and alternative investments. Our focus is on delivering exceptional service, building lasting relationships, and helping clients achieve their financial goals.

Role Overview:

We are seeking a dedicated Telecaller – Customer Relationship Manager to join our team. The ideal candidate will engage with existing customers, ensure their queries are addressed promptly, and build strong client relationships. Candidates with prior experience or interest in the financial markets will be preferred.

Key Responsibilities:

Make outbound and receive inbound calls to/from existing customers for service and relationship management.

Understand clients’ needs and provide appropriate information or guidance on products and services.

Maintain client records and update them with relevant information in the CRM system.

Follow up on client requests to ensure timely resolution and customer satisfaction.

Share updates about new financial products, offers, or relevant market information.

Work closely with the sales and advisory teams to support client engagement and retention initiatives.

Preferred Qualifications & Skills:

Graduate in any discipline (Commerce/Finance background preferred).

Prior experience in financial services, banking, or telecalling is an advantage.

Strong communication and interpersonal skills.

Good listening skills with a customer-first approach.

Basic knowledge of financial products (equity, mutual funds, PMS, etc.) is desirable.

Proficiency in MS Office and CRM tools.

What We Offer:

Competitive salary and incentives.

Professional training and development in financial markets.

Opportunity to work with a reputed financial services brand.

A collaborative and growth-oriented work environment.

Job Type: Full-time

Benefits:

Health insurance

Application Question(s):

Have you worked as TeleCaller

Language:

Hindi (Preferred)

English (Required)

Work Location: In person