Telesales Executive

About Perccent

Perccent is an investment platform that enables customers to explore and invest in mutual funds through a simplified digital experience. The platform offers investment options such as lump-sum investments, SIPs, curated baskets, and goal-based investment plans, along with portfolio tracking and reporting features.

As Perccent expands its investment product categories, we are looking for a motivated and customer-focused Tele Sales Executive to connect with prospective investors, understand their investment requirements, explain relevant product features, and support them throughout the investment journey.

Key Responsibilities

- Outbound Calling: Contact prospective customers and existing leads to generate interest in Perccent's investment products and services.

- Lead Qualification: Understand customer requirements, investment objectives, budget, experience, and readiness to invest.

- Product Explanation: Explain mutual funds, SIPs, and other available investment categories in simple, customer-friendly language.

- Customer Engagement: Build trust, maintain professional communication, address customer queries, and handle objections effectively.

- Lead Conversion: Guide interested customers through the platform registration, KYC, bank linking, and investment process, where applicable.

- Follow-ups: Maintain regular follow-ups with interested prospects and nurture leads until they make an informed decision.

- CRM Management: Record call outcomes, customer feedback, lead status, objections, and follow-up dates accurately.

- Sales Targets: Achieve daily calling, qualified-lead, conversion, and other assigned performance targets.

- Customer Support Coordination: Coordinate with operations and customer support teams to resolve onboarding or transaction-related issues.

- Compliance: Follow company policies and applicable financial-services regulations. Never promise guaranteed returns or misrepresent product risks.

Required Skills and Qualifications

- Graduate in any discipline; a background in finance, commerce, or business administration is preferred.

- 1–3 years of experience in telesales, telecalling, lead conversion, or customer engagement.

- Experience in mutual funds, stockbroking, wealth management, insurance, banking, or fintech is an advantage.

- Excellent verbal communication and interpersonal skills.

- Ability to explain financial products in simple and understandable language.

- Strong persuasion, negotiation, objection-handling, and follow-up skills.

- Comfortable working with CRM software, spreadsheets, and calling tools.

- Target-oriented, self-motivated, and capable of managing a high volume of calls.

- Basic understanding of investment products and willingness to learn new financial categories.

Key Performance Indicators (KPIs)

- Number of outbound calls completed.

- Number of qualified leads generated.

- Lead-to-customer conversion rate.

- Customer onboarding and first-investment conversion.

- Follow-up completion rate and lead response time.

- Quality of customer conversations and CRM data accuracy.

- Achievement of monthly sales targets.

- Customer experience and adherence to compliance guidelines.

What We Offer

- Opportunity to work in a growing fintech and investment platform.

- Exposure to multiple investment product categories.

- Structured sales training and product knowledge development.

- Performance-based incentives linked to defined targets.

- Career growth opportunities in sales, relationship management, and business development.

Who Should Apply?

We are looking for individuals who are confident on calls, customer-focused, disciplined with follow-ups, and motivated to build a career in financial services. Candidates who can combine sales performance with responsible customer communication will be a strong fit for this role.