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 recent 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.
Robust customer-centric mindset with problem-solving abilities.
Ability to work in a target-driven, structured environment.

Preferred Qualifications
NISM Series V-A certi

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