· Make outbound calls to prospective and existing clients. · Explain the company's financial products and services. · Generate and qualify leads for the sales team. · Schedule appointments for Relationship Managers. · Experience in financial services (Mutual Funds, Insurance, Wealth Management) is preferred. · Clear, confident spoken English and Hindi ; Gujarati or Marathi is a solid plus. · A pleasant, natural telephone voice and the ability to hold a real two-way conversation — listening, not reciting. · HSC minimum; graduate preferred. 1–3 years in tele calling, telesales or appointment generation, ideally in BFSI, is preferred but not essential.