Role & responsibilities

We are looking for a proactive and target-oriented Telecalling Executive to drive customer acquisition for Demat and Trading account opening. The candidate will be responsible for making outbound calls to prospective customers, explaining the benefits of opening a Demat account, generating leads, and converting prospects into successfully activated accounts.

The role requires strong communication skills, a customer-centric approach, and the ability to achieve daily, weekly, and monthly acquisition targets.

Key Responsibilities

- Make outbound calls to prospective customers and generate interest in opening Demat and Trading accounts.
- Explain the features, advantages, and account opening process of Demat and Trading accounts.
- Generate leads, follow up with interested prospects, and convert leads into successful account openings.
- Guide customers through the online account opening process, including form filling, KYC documentation, and verification requirements.
- Follow up with customers to ensure completion of pending documentation and account activation.
- Maintain accurate records of calls, leads, follow-ups,



and conversions in the CRM system.
- Achieve daily calling targets and monthly account acquisition goals.
- Handle customer queries and objections professionally.
- Coordinate with internal teams to ensure smooth account opening and activation.
- Ensure compliance with company policies and applicable regulatory guidelines during customer acquisition.

Preferred candidate profile

- 12th pass / Graduate in any discipline.
- 03 years of experience in telecalling, telesales, customer acquisition, or inside sales.
- Experience in the stock broking, banking, financial services, or fintech industry will be an advantage.
- Excellent verbal communication and convincing skills.
- Ability to handle customer objections and convert leads into customers.
- Basic knowledge of Demat accounts, Trading accounts, and the stock market is preferred.
- Comfortable making high-volume outbound calls and working with sales targets.
- Basic computer knowledge and familiarity with CRM systems.

📌 Telecalling Executive (Mumbai)
🏢 Ashika Group
📍 Mumbai