Tele Caller

Key Responsibilities :

• Make outbound calls to potential investors (HNIs, UHNIs, corporates etc) to introduce fixed income investment opportunities.
• Understand client requirements and briefly explain the product.
• Generate leads and schedule meetings for the Relationship Management / Sales Team.
• Maintain accurate records of conversations and client details in the CRM system.
• Assist in executing call campaigns and lead generation activities.
• Support the sales team with client coordination and basic documentation when needed.
• Key Requirements :
• Proven experience in telecalling, telesales, or customer service, preferably in financial services or investment products.
• Basic understanding of bonds, debentures, and fixed income investments is a plus.
• Excellent verbal communication skills in English and Hindi (or relevant regional language).
• Confident, persuasive, and target-oriented.
• Ability to work with CRM tools and MS Office.
• Good interpersonal and listening skills.
• Self-motivated and result-driven.