- Make outbound calls to prospective customers from provided leads/database.
- Understand customer requirements related to insurance, investments and financial planning.
- Explain our services in a simple and professional manner.
- Generate qualified leads and schedule appointments for the financial advisor.
- Follow up with interested customers through calls and WhatsApp.
- Maintain daily call and lead records in CRM/Excel.
- Achieve daily/weekly calling and appointment-generation targets.
- Build a positive relationship with prospective customers.
Requirements:
- Valuable communication skills in Hindi and English.
- Confident and polite on phone calls.
- Basic knowledge of MS Excel/Google Sheets.
- Previous experience in telecalling, telesales, insurance, banking or financial services will be preferred.
- Freshers with good communication skills can also apply.
- Target-oriented and willing to work with performance incentives.
What We Offer:
- Fixed salary + performance-based incentives
- Growth opportunities
- Professional working environment
- Training on financial products and sales process
- Opportunity to work directly with a financial advisory business
Ideal Candidate: Someone who is confident on calls, can handle objections, consistently follow up with leads, and is motivated by incentives.