09 Aug
|
Anand Wealth Partners
|
Noida
09 Aug
Anand Wealth Partners
Noida
**Company Description
Job location** :- Delhi NCR ( Noida Sector 3 , Near Noida 16 metro station )
Anand Wealth Partners is a financial services firm with over a decade of experience in financial markets and investment products, specializing in bonds and unlisted shares. The firm focuses on helping investors make informed decisions by offering access to carefully evaluated opportunities through SEBI-registered intermediaries, where applicable.
Anand Wealth
Partners emphasizes transparency, client education, and a research-driven approach to support clients in navigating evolving market conditions. The organization believes that informed investing is essential for long-term financial success and encourages investors to align choices with their objectives, risk appetite, and market realities.
Role Description The Telesales Representative is a full time, on-site role based in Noida. This role involves making outbound calls to prospective and existing clients to promote investment products, explain offerings, and address questions.
The representative will qualify leads, maintain detailed records of client interactions, and follow up to support conversion and long-term client relationships. Day-to-day responsibilities include providing clear information on products and market-related aspects,
coordinating with internal teams to resolve client queries, and adhering to compliance and documentation standards. The role also includes participating in training sessions, staying updated on financial products and regulations, and contributing to sales targets while maintaining a client-centric approach.
Qualifications
- Strong Communication skills, including clear verbal communication and professional call handling.
- Customer Service and Customer Support skills to manage queries, build trust, and ensure a positive client experience.
- Sales skills with the ability to identify client needs, present suitable products, and support conversions.
- Training-related skills, such as willingness to learn, adapt to product updates, and participate in ongoing skill development.
- Basic understanding of financial products and markets; prior experience in financial services or telesales is an advantage.
- Ability to work on-site in Noida, meet performance targets, and follow regulatory and internal compliance guidelines.
- Proficiency in using CRM or calling systems, with attention to detail in documentation and reporting.
- Minimum educational qualification: graduate degree in any discipline; finance-related education is preferred.
📌 Telesales Representative (Noida)
🏢 Anand Wealth Partners
📍 Noida