Telecalling Executive

🎯 Role Summary

As a Tele Caller, you will be the first point of contact for potential and existing clients. Your role involves engaging with prospects over the phone, explaining financial products and services, generating leads, and supporting the sales team in achieving business targets.

📌 Key Responsibilities

• Make outbound calls to prospective clients to promote financial products (equity, mutual funds, insurance, etc.).
• Handle inbound queries and provide accurate information about services.
• Generate leads and schedule appointments for the sales/relationship managers.
• Maintain client records and update CRM systems regularly.
• Follow up with clients to ensure conversion and customer satisfaction.
• Achieve daily/weekly/monthly call and lead generation targets.
• Provide feedback to management on market trends and customer needs.

🛠️ Required Skills & Competencies

• Excellent communication skills in English and regional languages.
• Strong persuasion and negotiation abilities.
• Basic understanding of financial products and services (training will be provided).
• Ability to work under pressure and meet targets.
• Good telephone etiquette and customer service orientation.
• Proficiency in MS Office and CRM tools.

🎓 Qualifications

• Minimum: Graduate in any discipline (Commerce/Finance preferred).
• Freshers with strong communication skills are welcome.
• Prior experience in telecalling, customer service, or financial sales is an advantage

💼 Work Environment

• Full-time role with performance-based incentives.
• Growth opportunities in sales, client servicing, and financial advisory.

🌟 Why Join Us?

• Attractive incentive structure.
• Professional training in financial products.
• Opportunity to build a career in the financial services industry.
• Supportive team culture with career progression.