Job Description

Key Responsibilities:

? Make outbound calls to prospective clients to explain financial products and services.

? Follow up on leads generated through marketing campaigns, websites, and referrals.

? Understand client requirements and provide suitable financial product recommendations.

? Maintain up-to-date knowledge of financial markets, trends, and regulatory updates.

? Maintain accurate records of calls, client interactions, and follow-ups in CRM tools.

? Achieve daily/weekly/monthly targets for calls, leads, and conversions.

? Handle client queries related to investments, account setup, and market-related concerns.

Required Skills and Qualifications:

? Bachelor's degree in Finance, Commerce, Business Administration, or a related field (preferred).

? Previous telecalling or telesales experience, especially in financial services, is a plus.

? Good knowledge or interest in stock markets, trading, and investment instruments.

? Strong communication and interpersonal skills in English, Hindi, Tamil or Telugu (optional)

? Ability to persuade and build rapport with potential clients.

? Comfortable working with CRM software and digital tools.

? Experience working with a brokerage firm, investment advisory, or wealth management firm would be a plus

Job Types: Full-time, Permanent

Pay: ₹22,000.00 - ₹30,000.00 per month

Benefits:

Health insurance Provident Fund
Work Location: In person