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.

* Valuable interpersonal and listening skills.

* Self-motivated and result-driven.

📌 Tele Caller (Mumbai)
🏢 Leading
📍 Mumbai