Key Responsibilities
- Achieve daily productivity targets, including a minimum of 200 outbound calls and 3

hours of effective talk time.
- Plan and manage the workday efficiently to maximize customer reach and engagement

through telephonic conversations.
- Initiate and close the first mutual fund investment for new customers with the

prescribed minimum investment amount.
- Achieve activation and sales target month on month without fail.
- Ensure RNR (Ring No Response) leads are called a minimum of three times per

day as per process guidelines.
- Focus on maximum lead activation by converting contacted leads into active investors.
- Maintain accurate and timely updates of customer interactions, call outcomes, and

investment status in the CRM system.
- Adhere strictly to regulatory guidelines, internal policies, and compliance requirements

related to mutual fund sales.
- Coordinate with internal teams to resolve customer onboarding issues and ensure a

smooth investment experience.
- Continuously work on improving call quality, conversion ratios, and customer

satisfaction.





Qualifications
- Education: Graduate or Postgraduate in Finance, Business Administration, Economics,

Commerce, or a related field.

Experience:
○ 6 months to 3 years of experience in telesales or inside sales, preferably in the

financial services domain.

○ Prior experience or knowledge in mutual funds is an added advantage.

○ Freshers with solid communication skills and an interest in finance may also

apply.

Location: Mount road, Chennai
- Profile Stability: Demonstrated consistency in employment with no frequent job

changes.

Required Skills:
- Excellent verbal communication skills in English and Hindi (neutral accent preferred).
- Sound understanding of financial products and basic risk management concepts.
- Strong customer-centric mindset with problem-solving abilities.
- Ability to work in a target-driven, structured environment.

Preferred Qualifications
- NISM Series V-A certi

📌 Onboarding Coach (Chennai)
🏢 HireWiz
📍 Chennai