- Handle inbound and outbound customer calls professionally.
- Explain the companys financial products and services to customers.
- Understand customer requirements and provide suitable solutions.
- Generate leads and convert prospects into clients.
- Follow up with existing and potential customers through calls.
- Maintain strong customer relationships and provide regular support.
- Assist customers with account opening, KYC and documentation requirements.
- Coordinate with internal teams for customer queries and service requests.
- Achieve assigned monthly sales and customer-acquisition targets.
- Maintain accurate call records, follow-ups and customer information.
- Ensure professional communication and a positive customer experience.
Preferred candidate profile
- Excellent verbal communication and interpersonal skills.
- Confident and professional in handling inbound and outbound customer calls.
- Good convincing, negotiation and customer relationship management skills.
- Ability to understand customer requirements and provide appropriate solutions.
- Target-oriented with a positive and self-motivated attitude.
- Basic knowledge of financial products, stock market and investment services is preferred.
- Ability to build and maintain long-term customer relationships.
- Comfortable working in a voice-based sales/customer relationship environment.
- Freshers with good communication skills and experienced candidates are welcome.
- Candidates from Banking, Finance, Insurance, Stock Market, BPO or Telecalling backgrounds will be preferred.
Perks and advantages
- Competitive salary based on experience and performance.
- Performance-based incentives.
- Quarterly performance incentives.
- Annual performance-based salary increment.
- On-the-job training and professional development.
- Opportunity to build a career in the financial services industry.
- Supportive and professional work environment.
- Exposure to stock market, investment and financial products.
- Career growth opportunities based on performance.
- Employee training and skill-development programs.
📌 Walk-in || Voice Process Executive (Chennai)
🏢 Moneypulse Harvest
📍 Chennai
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