Telecalling Executive

Position : Telecalling Executive

CTC- 1.80 Lacs-4.20 Lacs ( Depends on experience)

Office Location : Malad West, Mumbai

Send your resume to hr @sernetindia.com with the subject : Application – Telecalling Sales Executive

About SERNET Financial Services Pvt. Ltd.

SERNET Financial Services Pvt. Ltd. is a new-age, techno-savvy wealth management firm based in Mumbai, delivering 360° solutions across financial product distribution, investment planning, and insurance advisory. Founded in 2004, SERNET is SEBI-registered and professionally managed with a family business ethos, servicing a diverse clientele across India and globally.

We are on a mission to “Unlock the Path to Prosperity” by blending wisdom, discipline, and relationship-focused advisory with robust technology platforms.

Role Overview : Telecalling Executive

We are looking for a dynamic, persuasive, and target-oriented Telecalling Sales Executive to promote and sell financial products like Mutual Funds, Life and Health Insurance products to individual and corporate clients. This role involves both inbound and outbound client engagement, with a focus on understanding client needs and providing the right product fit from our portfolio.

Key Responsibilities

• Conduct outbound calls to Clients / Prospects / Leads.
• Handle client inquiries and follow up on leads generated through various channels.
• Maintain daily call logs, CRM updates, and follow-up records.
• Key Skills and Qualifications
• 1–3 years of experience in Telecalling / Inside Sales, preferably in BFSI.
• Good verbal communication skills in English, Hindi, and / or Marathi.
• Goal-driven mindset with strong follow-up and convincing skills.
• Graduate in any discipline.
• Familiarity with CRM tools and basic MS Office usage.

Why Join SERNET?

20 years old organisation in Financial Services.

Fixed salary + attractive incentives based on performance

Exposure to a broad range of financial products

Career path in Wealth Management, Financial Advisory, or Client Servicing

Learning-driven, team-first culture