Key Responsibilities:

- Lead Generation: Reach out to potential clients through cold calls and follow-ups to generate interest in our broking services.
- Client Education: Provide basic information to clients about stock market services, trading, investment products, and the companys offerings.
- Appointment Setting: Schedule appointments for senior sales or relationship managers to close business deals.
- Data Management: Maintain and update client information in the CRM system, ensuring all interactions are documented.
- Sales Support: Assist in achieving sales targets by promoting the companys services and facilitating the onboarding process.
- Customer Service: Address customer queries related to broking services, resolve issues, and provide timely follow-ups.
- Market Research: Keep track of market trends, competitor activities, and customer preferences to contribute to sales strategies.
- Skills & Experience: Experience:



1-3 years in sales coordination or telecalling, preferably in the financial services or broking industry.
- Communication Skills: Excellent verbal and written communication skills with a focus on client engagement and persuasion.
- Sales-Oriented: Solid passion for sales and the ability to meet or exceed targets.
- Basic Knowledge of Stock Market: Understanding of broking services, investment products, and the stock market is a plus.
- Tech-Savvy: Comfortable using CRM systems and basic Microsoft Office tools.
- Interpersonal Skills: Ability to build rapport with clients and effectively communicate over the phone.
- Education: Graduation or higher degree in any field (Finance background is a plus).

📌 Telecaller (Mumbai)
🏢 A C Agarwal Share Brokers
📍 Mumbai