Core Responsibilities
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
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

Perks
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