- Make outbound calls to prospective and existing customers to introduce the company's financial products and services.
- Explain financial products such as mutual funds, SIPs, demat accounts, insurance, loans, fixed deposits and other investment-related services, as applicable.
- Generate and qualify potential leads based on customer requirements and interest.
- Understand customer requirements and provide accurate and approved product information.
- Follow up regularly with interested customers to convert leads into business opportunities.
- Schedule appointments between interested customers and the Financial Advisor / Sales Manager / Relationship Manager.
- Maintain accurate records of customer calls, follow-ups, lead status and conversions in CRM/Excel.
- Achieve assigned daily calling, lead-generation and monthly conversion targets.
- Handle customer questions professionally and escalate complex financial or investment-related queries to the appropriate team.
- Coordinate with the sales team to ensure smooth handover of qualified leads.
- Maintain confidentiality of customer information and follow company policies and applicable financial-services regulations.
- Follow the company's approved calling scripts, SOPs and compliance guidelines.
- Provide timely follow-ups and maintain good customer relationships.
- Prepare daily/weekly calling and lead-generation reports for the reporting manager.
Required Skills
- Valuable communication skills in Odia and Hindi; English communication is must.
- Confident and polite telephone manner.
- Good convincing and negotiation skills.
- Basic knowledge of MS Excel, CRM and computer operations.
- Ability to handle customer objections and rejection positively.
- Strong follow-up and target-oriented approach.
- Interest in banking, finance, investment or stock-market-related products is preferred.