JOB DESCRIPTION:
We are looking for an enthusiastic “Onboarding Officer” to counsel potential investors over the phone and generate sales for the organization by selling various advisory services.
Responsibilities:
- Make 150-200 calls daily, achieving a minimum of 5 hours of talk time.
- Sell equity-based products on calls, managing the process from lead generation to closure.
- Counsel interested customers, suggesting investment plans tailored to their financial goals.
- Convert interested leads into clients through proactive follow-ups and effective counseling.
- Language Proficiency: Fluent in English and Hindi mandatory
- Preferred languages: Gujarati, Bengali, Tamil, Telugu, Tulu, Marathi, Kannada or Malayalam.
- Experience:
- 1-2 years of BPO sales experience mandatory (outbound, target-based).
- Share market experience and knowledge will be an added advantage.
Insurance / Dmat / Bank account opening / any CSR experience.
- Age Limit: Up to 35 years.