Customer Service Teller

● Make a high volume of outbound calls to leads generated through campaigns, website signups, and other digital channels.

● Qualify leads based on interest level, investment readiness, and profile fit.

● Schedule calls/meetings with the internal sales team for high-intent leads.

● Update and maintain accurate records in CRM with call outcomes and lead status.

● Achieve daily/weekly call and lead-qualification targets.

● Provide timely feedback on lead quality and campaign performance.

● Follow calling scripts and compliance guidelines as per the financial services industry.

Learning & Growth Opportunities

● Candidates will receive structured training on bonds, fixed-income products, and the broader debt market.

● Over time, they will gain practical exposure to how fixed-income investments work, how investors evaluate opportunities, and the fundamentals of capital markets.

● Strong performers may grow into senior telecalling or RM support roles.