Job Responsibilities:
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 skilled 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:
Good 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 valuable communication skills can also apply.
Target-oriented and willing to work with performance incentives.
What We Offer:
Fixed salary + performance-based incentives
Growth opportunities
Qualified 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.