Job Title: Telecaller / Inside Sales Executive – Investment Products (Mutual Funds)

Location: Work from home, Experience: 1–3 years (BFSI/insurance/telesales preferred) Salary: ₹ 10000 – ₹15000 + 5000 incentives on meetings/conversions

About the Role We’re looking for a target-driven Telecaller/Inside Sales Executive to generate qualified leads and set up client meetings for our mutual fund and investment advisory services. You’ll be the first point of contact for prospects — your job is to pitch, qualify, and convert cold/warm leads into scheduled meetings for our advisory team.

Key Responsibilities

- Make outbound calls to leads (database provided/self-sourced) to introduce mutual fund and investment products
- Qualify prospects based on investment appetite, income bracket, and interest
- Schedule meetings (in-person/virtual) between qualified leads and the advisory/sales team
- Maintain accurate call logs, lead status, and follow-up schedules in CRM
- Follow up on leads from CA partnerships, referrals,



and digital campaigns
- Achieve daily/weekly targets for calls made, meetings booked, and conversion rate
- Handle basic client queries about mutual funds, SIPs, and investment plans (product training provided)

Requirements

- Excellent spoken communication in Hindi/Marathi/English
- Prior experience in telesales, BPO, insurance, or BFSI preferred
- Comfortable with cold calling and objection handling
- Basic understanding of financial products (or willingness to learn — training provided)
- Target-oriented, self-motivated, valuable follow-up discipline
- Familiarity with CRM/Excel for lead tracking

What We Offer

- Fixed salary + attractive incentive on every meeting converted to a client
- Training on mutual fund products, SIP/STP strategies, and compliance basics
- Growth path into client servicing/relationship management

📌 Telemarketing Manager (India)
🏢 One Trinity Capital Private
📍 India