Location: Mumbai

Department: Sales / Client Acquisition

Key Responsibilities

1. Client Outreach & Lead Generation:

Make outbound calls to prospective clients from provided databases. Generate and qualify leads for various financial products (e.g., mutual funds, equities, PMS, insurance, etc.).

Explain product features and perks in a clear and engaging manner.

1. Client Engagement:

Build and maintain strong relationships with clients through regular follow-ups. Address client queries and provide basic financial information (non-advisory in nature unless licensed).

Maintain a professional and courteous approach at all times.

1. Sales Support:

Schedule meetings or calls for senior sales representatives / relationship managers. Assist in converting leads into business opportunities.

Meet daily/weekly/monthly calling and lead generation targets.

4.Data Management & Reporting:

Update client interactions and call outcomes in CRM systems.





Maintain accurate records of leads, follow-ups, and conversions.

Share daily reports with the reporting manager.

Key Skills & Competencies:

Strong communication and interpersonal skills

Persuasive and confident speaking ability

Basic understanding of financial products (preferred)

Good listening skills and patience

Ability to handle rejection and stay motivated

Basic computer knowledge (MS Excel, CRM tools)

Qualifications

Graduate in any discipline (Commerce/Finance preferred)

Freshers or candidates with prior tele-calling / sales experience can apply

Additional Requirements

Fluency in English, Hindi, and/or regional languages

Target-driven mindset with a proactive approach

Willingness to learn and grow in the financial services domain

📌 Client Reactivation Executive (Mumbai)
🏢 PhillipCapital
📍 Mumbai