Anant Finserv

We are a leading financial services company offering a wide range of investment solutions, including equities, mutual funds, portfolio management services, and alternative investments. Our focus is on delivering exceptional service, building lasting relationships, and helping clients achieve their financial goals. Role Overview: We are seeking a dedicated Telecaller – Customer Relationship Manager to join our team. The ideal candidate will engage with existing customers, ensure their queries are addressed promptly, and build strong client relationships. Candidates with prior experience or interest in the financial markets will be preferred. Key Responsibilities: Make outbound and receive inbound calls to/from existing customers for service and relationship management. Understand clients’ needs and provide appropriate information or guidance on products and services. Maintain client records and update them with relevant information in the CRM system. Follow up on client requests to ensure timely resolution and customer satisfaction. Share updates about new financial products, offers, or relevant market information. Work closely with the sales and advisory teams to support client engagement and retention initiatives. Preferred Qualifications & Skills: Graduate in any discipline (Commerce/Finance background preferred). Prior experience in financial services, banking, or telecalling is an advantage. Strong communication and interpersonal skills. Good listening skills with a customer-first approach. Basic knowledge of financial products (equity, mutual funds, PMS, etc.) is desirable. Proficiency in MS Office and CRM tools. What We Offer: Competitive salary and incentives. Professional training and development in financial markets. Opportunity to work with a reputed financial services brand. A collaborative and growth-oriented work environment. Job Type: Full-time Pay: ₹8,467.59 - ₹20,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Commission pay Performance bonus Yearly bonus Language: Hindi (Preferred) English (Preferred) Work Location: In person

About Us We are a leading financial services firm with over 20 years of experience in wealth management and investment advisory. With a strong focus on client relationships and operational excellence, we are now looking to strengthen our training infrastructure to upskill our sales and back-office teams. Role: Corporate Trainer – Financial Services & Process Training Responsibilities: Design and deliver structured training programs for staff covering: Financial products (equity, mutual funds, PMS, AIF, fixed income, insurance, etc.). Sales communication, objection handling, and client engagement techniques. Back-office processes, compliance requirements, and operational workflows. Conduct induction programs for new hires and refresher sessions for existing staff. Build training modules (presentations, scripts, checklists, mock call scenarios). Coach staff on call quality, client interaction etiquette, and cross-selling opportunities . Monitor and assess staff performance post-training and recommend improvement areas. Collaborate with product managers and compliance teams to keep training updated. Desired Background: Prior experience as a Trainer/Team Leader/Quality Coach in a BPO/Call Center environment. Strong understanding of client communication, telesales, and back-office operations . Excellent presentation and interpersonal skills with the ability to simplify complex concepts. Prior knowledge of the financial sector is preferred but not necessary – strong learning agility is essential. Key Skills: Communication & Voice Training Sales & Objection Handling Techniques Back-office Process Training (KYC, compliance, operations, MIS) Module Creation & Documentation Performance Coaching What We Offer: Opportunity to work with a reputed financial brand. Competitive remuneration. A role that combines training, mentoring, and process improvement . Apply now if you are passionate about upskilling teams and creating impact through structured training Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Benefits: Health insurance Application Question(s): Have you worked as a trainer, team leader, or quality coach in a BPO/call center? (Yes/No – please specify experience). Have you conducted roleplays or designed training modules in the past? Do you have experience training staff on voice, process, or product knowledge? Are you comfortable learning financial products and training others on the same? Language: Hindi (Preferred) English (Preferred) Work Location: In person