Core Responsibilities

1. Lead Generation &

- Outbound Sales Calls

- Make outbound calls to potential clients using pre-defined scripts

- Generate qualified leads for Relationship Managers to close

- Contact existing customers to encourage additional investments or upgrades

- Reach out to cold leads from data sources, webinars, and referrals

- Pitch mutual fund products (SIP, lumpsum, equity/debt funds) over the phone

2.

Customer Inquiry

Handling &

- Inbound Calls

- Answer incoming calls from prospective and existing investors

- Respond to queries about mutual fund products, schemes, and returns

- Explain product features, advantages, and risks clearly

- Resolve complaints and issues related to SIP, redemptions, or transactions

- Provide market updates and investment insights to clients

- Follow-Up &
- Relationship Maintenance

- Conduct regular follow-ups with prospects who showed interest

- Call old/inactive customers to reactivate their investments





- Maintain healthy relationships with existing clients

- Send reminders for SIP instalments, renewal dates, and portfolio reviews

3.Follow-Up &

- Relationship Maintenance

- Conduct regular follow-ups with prospects who showed interest

- Call old/inactive customers to reactivate their investments

- Maintain healthy relationships with existing clients

- Send reminders for SIP instalments, renewal dates, and portfolio reviews

- Personalize communication to build trust and rapport

Pay: ₹12,000.00 - ₹15,000.00 per month

Benefits

- Cell phone reimbursement

Education

- Bachelor's (Preferred)

Experience

- Mutual Funds: 1 year (Required)

- TELE CALLING: 1 year (Required)

Language

- English (Required)

License/Certification

- NISM CERTIFICATE (Required)

Willingness to travel

- 25% (Required)

Work Location: In person

📌 Senior Telecaller For Mutual Fund Pvt. Ltd. Company (Haldwani)
🏢 AlignMF4Yield Finserv private
📍 Haldwani