Handle outbound calls to warm & hot leads generated via Facebook, Google, and website inquiries
Convert leads into paid subscriptions for SEBI-registered Investment Advisory (IA) and Research Advisory (RA) services
Explain IA & RA offerings clearly and educate clients before closing
Close new subscriptions, renewals, and plan upgrades through consultative telecalling
Build long-term client relationships and ensure service satisfaction
Maintain lead status, follow-ups, and call notes in CRM
Achieve daily call targets, conversion ratios, and monthly revenue goals
Coordinate with research and support teams to resolve client queries.