Job Description – Telecalling / Meeting Generation ExecutiveCompany: BlissMoney

Location: Bengaluru

Work Mode: Hybrid

Experience: 0–2 Years

Employment Type: Full-time

About BlissMoneyBlissMoney is a wealth management and financial planning company helping clients make informed decisions around their finances, investments, protection, and long-term financial goals.

We are looking for a Telecalling / Meeting Generation Executive to connect with prospective clients using company-provided data and schedule qualified meetings with our Relationship Managers (RMs) / Advisors.

Role OverviewThe 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 ResponsibilitiesMake 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 DoSell 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 opportunity and schedule the meeting. The RM/Advisor takes the conversation forward.

Candidate ProfileWe are looking for someone who:

- Has 0–2 years of experience in telecalling, tele-sales, inside sales, customer engagement, or business development.
- Freshers with good communication skills are welcome.
- Is confident and comfortable speaking with prospects over the phone.
- Has clear and qualified communication skills.
- Can handle rejection and continue making calls consistently.
- Is good at follow-ups and maintaining accurate records.
- Can understand and follow a calling script/process.
- Is comfortable working with Google Sheets, Excel, CRM, or similar tools.
- Is target-oriented and motivated by achieving meeting-generation goals.

Key Performance MetricsPerformance will primarily be measured on:

- Number of calls completed
- Leads contacted
- Conversations with prospects
- Interested/qualified prospects
- Meetings scheduled
- Meeting confirmation/show-up rate
- Follow-up completion
- Accurate lead-status updates

Ideal MindsetWe are looking for someone who is:

Confident on the phone | Consistent | Persistent | Good at listening | Professional | Target-oriented | Comfortable with follow-ups

Career OpportunityThis role provides exposure to:

- HNI client communication
- Wealth management
- Consultative sales processes
- Lead qualification
- Client engagement
- Sales funnel management
- CRM and sales operations

Successful candidates can grow into roles across Inside Sales, Client Engagement, Business Development, or Relationship Management.

The Core Goal of the RoleYou don't have to sell. You have to get the right person into the right meeting.

📌 Telecaller Outbound (Bengaluru)
🏢 BlissMoney Fintech Private
📍 Bengaluru