Account Relationship Executive (Telecaller)

About Finlabs:

Educate, Empower, and Engage

About the Product – Finexa MF:

Finexa

About the Role:

Telecaller / Telemarketer

first voice of Finexa

Key Responsibilities:

1. Lead Generation & Prospect Engagement:

• Conduct 

  outbound calls

   to warm and cold leads (MFDs, IFAs, Wealth Managers) generated via marketing campaigns, emails, and events.
• Pitch 

  Finexa SaaS

   effectively, highlighting its benefits, key features, and AI-powered advantages.
• Schedule

  product demos

   with interested leads and handhold them until successful completion.
• Follow up diligently to ensure 

  demo-to-sale conversion

   and manage lead tracking through CRM.

2. Sales Fulfilment & Onboarding:

• Work closely with the 

  Product Fulfilment Team

   for seamless onboarding post sale.
• Introduce clients to the

  activation and support teams,

   ensuring smooth product setup.
• Conduct periodic check-ins and

  satisfaction calls

   post-onboarding to strengthen engagement.

3. Client Relationship & Retention

• Maintain long-term client relationships through regular interaction and feedback loops.
• Update clients on 

  new features, enhancements, and renewal benefits

   via calls or WhatsApp.
• Send timely

  renewal reminders

   and follow up for subscription fee collections.
• Encourage referrals and repeat purchases through trust-based engagement.

4. Performance Tracking & Reporting:

• Achieve weekly and monthly 

  sales and demo targets.

• Maintain accurate calling and follow-up records in CRM.
• Share 

  daily MIS reports

   with the Team Lead on calls made, demos scheduled, and closures achieved.
• Provide insights on lead response time, objections, and call performance to improve conversion.

5. Market Intelligence:

• Stay updated on 

  competitor products, pricing models, and trial offers

   in the SaaS-fintech space.
• Capture client feedback, pain points, and feature requests to feed product improvement.
• Identify emerging regions or advisor clusters with growth potential and recommend outreach strategies.

Required Skills & Qualifications

• Required Skills & Qualifications

• 1-3 years of experience

   in telecalling, telesales, or inside sales (preferably in B2B, fintech, or financial products).
• Strong communication skills (English + regional languages preferred: Hindi, Marathi, Bengali, Tamil, etc.).
• Excellent persuasion, negotiation, and 

  objection-handling

   abilities.
• Familiarity with CRM systems, data calling tools, and online meeting platforms (Zoom, Microsoft Teams).
• Proactive, disciplined, and able to work flexible hours (evenings/weekends when required).
• Comfortable handling large lead databases and achieving conversion KPIs

Preferred Attributes

• Experience selling to 

  MFDs, IFAs, RIAs, or wealth management professionals

  .
• Prior exposure to 

  AI-driven SaaS products

   or digital subscription platforms.
• High emotional intelligence and client empathy.
• Tech-savvy, detail-oriented, and comfortable with data tracking.

What You’ll Get:

• Flexible working model (hybrid/remote) with performance-based incentives.
• Opportunity to work with one of India’s fastest-growing fintech SaaS ecosystems.
• Exposure to 

  end-to-end sales automation and CRM systems.

• A collaborative environment that values initiative, ownership, and growth.