Make a high volume of outbound calls to leads generated through campaigns, website signups, and other digital channels.
Qualify leads based on interest level, investment readiness, and profile fit.
Schedule calls / meetings with the internal sales team for high-intent leads.
Update and maintain accurate records in CRM with call outcomes and lead status.
Achieve daily / weekly call and lead-qualification targets.
Provide timely feedback on lead quality and campaign performance.
Follow calling scripts and compliance guidelines as per the financial services industry.
Learning & Growth Opportunities
Candidates will receive structured training on bonds, fixed-income products, and the broader debt market.
Over time, they will gain practical exposure to how fixed-income investments work, how investors evaluate opportunities, and the fundamentals of capital markets.
Strong performers may grow into senior telecalling or RM support roles.
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Customer Service • India
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