Job Summary: We are seeking an enthusiastic and target-driven Telesales Executive to join our growing wealth management team. The ideal candidate will be responsible for reaching out to potential clients, explaining investment and financial planning services, and converting leads into active customers. Key Responsibilities:- Make outbound calls to prospective clients from provided leads or cold data. - Explain financial products and services such as Mutual Funds, SIPs, Insurance, Tax Planning, Retirement Planning, etc. - Identify customer needs and recommend suitable investment solutions. - Schedule appointments or demo calls for senior advisors.- Follow up with interested leads through phone, WhatsApp, or email. - Maintain CRM/database with accurate customer details and status updates. - Achieve monthly/quarterly sales targets and conversion ratios. - Handle basic queries and objections professionally.- Provide exceptional customer service and ensure client satisfaction. Required Qualifications & Skills:- Bachelor's degree in Finance, Commerce, Business, or related field. - 1-3 years of telesales or inside sales experience (preferably in BFSI or Wealth Management). - Strong communication and persuasive skills in English, Hindi, and/or local language. - Knowledge of financial products like SIP, mutual funds, insurance is a plus. - Familiarity with CRM tools and sales tracking software. - Goal-oriented, self-motivated, and confident in handling objections. Preferred Traits:- Ability to multitask and perform under pressure. - Strong interpersonal and listening skills. - Professional and ethical in approach. Compensation & Benefits:- Fixed Salary + Attractive Incentives - Performance bonuses & recognition program Show more Show less
We are currently looking for MBA students (with at least 1 year completed) to participate in our summer internship program. As an intern, you will be responsible for conducting financial literacy surveys and gathering valuable investor insights. This hands-on experience will not only enhance your knowledge but also boost your career prospects in the finance industry. Qualifications: - MBA students from any stream are welcome to apply for this internship opportunity.,