Core Responsibilities

1. Lead Generation & Outbound Sales Calls

- Make outbound calls to potential clients using pre-defined scripts
- Generate qualified leads for Relationship Managers to close
- Contact existing customers to encourage additional investments or upgrades
- Reach out to cold leads from data sources, webinars, and referrals
- Pitch mutual fund products (SIP, lumpsum, equity/debt funds) over the phone

2. Customer Inquiry Handling & Inbound Calls

- Answer incoming calls from prospective and existing investors
- Respond to queries about mutual fund products, schemes, and returns
- Explain product features, benefits, and risks clearly
- Resolve complaints and issues related to SIP, redemptions, or transactions
- Provide market updates and investment insights to clients
- Follow-Up & Relationship Maintenance
- Conduct regular follow-ups with prospects who showed interest
- Call old/inactive customers to reactivate their investments




- Maintain healthy relationships with existing clients
- Send reminders for SIP instalments, renewal dates, and portfolio reviews

3.Follow-Up & Relationship Maintenance

- Conduct regular follow-ups with prospects who showed interest
- Call old/inactive customers to reactivate their investments
- Maintain healthy relationships with existing clients
- Send reminders for SIP instalments, renewal dates, and portfolio reviews
- Personalize communication to build trust and rapport

Pay: ₹15,000.00 - ₹18,000.00 per month

Perks:

- Cell phone reimbursement
- Commuter assistance
- Life insurance

Education:

- Bachelor's (Required)

Experience:

- MUTUAL FUND TELECALLING : 1 year (Required)

Language:

- English (Required)

Willingness to travel:

- 25% (Required)

Work Location: In person

📌 Senior Telecalling Officer For Mutual Fund Company (Haldwani)
🏢 AlignMF4Yield Finserv private
📍 Haldwani