Company Description Lakshya Wealth Solutions Pvt. Ltd. is a customer-focused financial services company dedicated to providing expert guidance and transparent solutions. The organization helps individuals, families, and businesses achieve their financial goals through services such as home loans, business loans, loan against property, project finance, insurance, mutual funds, and financial planning.

By collaborating with leading banks and financial institutions, the company offers tailored options that fit each client’s needs.

Lakshya Wealth

Solutions emphasizes understanding clients’ financial objectives, providing clear advice, and supporting them throughout their financial journey. The company values long-term relationships built on professionalism, integrity, and personalized service.

Role Description This is a full-time, on-site Telecaller role based in Bengaluru South. The Telecaller will contact prospective and existing clients to explain financial products and services, generate interest, and schedule appointments for financial advisors or sales team members.

Responsibilities include managing outbound and inbound calls, maintaining call records, updating client information in the system, and following up on leads to ensure timely conversions. The role involves answering queries, providing basic information on loan products, insurance, mutual funds, and other services, and directing complex questions to relevant team members.



The Telecaller will work closely with the sales and operations teams to support daily targets and deliver a positive client experience.

Qualifications

- Candidates should possess strong communication and interpersonal skills, including transparent spoken English and local language proficiency, active listening, and a customer-friendly approach.
- Candidates should possess sales and customer service skills, including lead generation, basic negotiation, persuasion, and the ability to handle objections professionally.
- Candidates should possess organizational and administrative skills, such as maintaining call logs, managing databases or CRM tools, and following structured call scripts and processes.
- Candidates should possess basic financial awareness, with the ability to understand and explain core concepts related to loans, insurance, mutual funds, and financial planning (training may be provided).
- Candidates should possess digital and technical skills, including familiarity with telecalling systems, MS Office tools, and data entry with high accuracy.
- Minimum qualification: High school diploma or equivalent; a bachelor’s degree in commerce, finance, business, or related fields is an advantage.
- Prior experience in telecalling, customer support, or financial services is preferred but not mandatory; freshers with strong communication skills are encouraged to apply.
- Ability to work on-site in Bengaluru South, meet performance targets, and maintain professionalism and integrity in every client interaction.

📌 Telecaller (Bengaluru)
🏢 LAKSHYA WEALTH SOLUTIONS PVT.LTD.
📍 Bengaluru