We are looking for a results-driven Tele Sales Executive – Financial Sales to engage with prospective clients and help them explore suitable investment solutions, including Mutual Funds and other financial products.
In this role, you will connect with qualified leads, understand their financial goals and educate them about available investment opportunities. You will work closely with internal teams to generate quality business while ensuring a professional and customer-centric experience.
The ideal candidate should possess strong communication and consultative selling skills with a genuine interest in financial products and wealth creation.
Key Responsibilities
Sales & Client Engagement
- Handle inbound and outbound calls with prospective clients.
- Understand customers' financial goals and investment preferences.
- Explain investment products and their key features in a simple and professional manner.
- Generate qualified opportunities for financial product sales.
- Convert leads into successful customers while maintaining a consultative approach.
Lead Management
- Follow up with interested prospects on a regular basis.
- Build long-term relationships with potential and existing clients.
- Re-engage inactive leads and maximize conversion opportunities.
- Schedule appointments or consultations with senior financial advisors whenever required.
Customer Education
- Educate customers about Mutual Funds and other investment solutions.
- Explain investment processes,
documentation requirements and onboarding procedures.
- Address customer queries and objections professionally.
CRM & Reporting
- Maintain accurate records of customer interactions.
- Update lead status, follow-ups and sales activities in the CRM.
- Prepare daily and weekly sales reports.
- Ensure complete documentation of customer communication.
Target Achievement
- Achieve daily, weekly and monthly sales targets.
- Maintain high call productivity and conversion rates.
- Continuously improve sales performance through learning and feedback.
Compliance
- Follow company policies and applicable regulatory guidelines during customer interactions.
- Ensure customer information is handled securely and confidentially.
- Escalate product-specific or compliance-related queries to authorized personnel whenever required.
- Number of outbound and inbound calls handled
- Qualified leads generated
- Sales conversions
- Revenue generated
- Monthly sales target achievement
- Follow-up completion rate
- CRM accuracy
- Customer satisfaction
- Response turnaround time
- Call quality and productivity
Candidate Profile
- 1 to 3 years of experience in Tele Sales, Financial Sales, Banking Sales, Insurance Sales, Wealth Management or Investment Advisory Support.
- Excellent communication skills in English and Hindi.
- Strong persuasion and consultative selling abilities.
- Confidence in handling high-volume customer interactions.
- Valuable objection-handling and relationship-building skills.
- Basic understanding of Mutual Funds and investment products.
- Strong organizational and follow-up skills.
- Self-motivation and target-driven mindset.
- Experience using CRM software is preferred.
Education
- Bachelor's Degree in Commerce, Business Administration, Finance, Economics or a related field is preferred.
- Equivalent sales experience will also be considered.
Preferred Qualifications
- Experience selling Mutual Funds, SIPs, insurance or other financial products.
- Knowledge of investment concepts and financial planning.
- Familiarity with CRM software and sales tools.
- Certification such as NISM or AMFI is an added advantage.
What We Offer
- Competitive fixed salary.
- Attractive performance-based incentives.
- Remote work flexibility.
- Professional training in financial products and consultative selling.
- Career growth opportunities within the financial services business.
- Supportive and performance-driven work environment.
- Opportunity to work with experienced financial professionals.
📌 Tele Sales Executive_Remote (India)
🏢 Brihati Global Edge Solutions
📍 India
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