Role Overview The primary responsibility of this role is simple:
Call the provided leads Speak with the prospect Create interest Schedule a meeting with the RM/Advisor.
This is not a product-selling or closing role. You will not be expected to sell financial products or provide financial advice over the phone.
Key Responsibilities
- Make outbound calls to leads provided by BlissMoney.
- Introduce BlissMoney and briefly explain the purpose of the call.
- Speak with prospects and understand their initial interest or requirement.
- Generate interest in having a conversation with a BlissMoney RM/Advisor.
- Schedule meetings for qualified/interested prospects.
- Follow up with prospects who request a callback or need additional time.
- Confirm scheduled meetings and ensure the prospect is aware of the meeting details.
- Maintain accurate updates on every lead in the assigned tracker/CRM.
- Record call outcomes, follow-up dates, meeting status, and relevant notes.
- Coordinate with RMs/Advisors regarding scheduled meetings.
- Work towards daily and weekly meeting-generation targets.
What You Will NOT Be Required to Do
- Sell financial products over the phone.
- Give investment advice.
- Prepare financial plans.
- Close clients.
- Handle portfolio management.
- Convince prospects to invest during the call.
Your job is to create the chance and schedule the meeting. The RM/Advisor takes the conversation forward.Role & responsibilities