Tele Caller Executive

Job Title: Tele caller Executive – Anytime Invest

Location: Dwarka Mor, Near metro station
Employment Type: Full-Time

About Anytime Invest

Anytime Invest is a fast-growing financial advisory and wealth management firm. We help individuals build their financial future through mutual funds, equities, insurance, and goal-based planning. With our app and personalized consulting, we’re committed to providing a seamless and trusted investment experience.

Role Overview

As a Tele caller Executive at Anytime Invest, you will be instrumental in driving customer acquisition and engagement. You will reach out to prospective clients, understand their financial goals, and introduce them to our range of services. Your role will directly contribute to expanding our client base, especially in retail segments, and increasing the number of clients for our investment products.

Key Responsibilities

• Make outbound calls to potential clients to promote to customer.
• Handle inbound queries from interested individuals about our services, app, and membership plans.
• Understand customer needs (e.g., goal planning, wealth creation) and educate them about relevant financial solutions.
• Follow sales scripts and adapt conversations to suit different customer profiles.
• Collect lead information, update CRM, and maintain accurate call logs.
• Set up appointments for financial advisors / relationship managers to further engage leads.
• Follow up with warm leads, share informational content, and nurture interest over time.
• Achieve daily / weekly / monthly targets for calls, conversions, and lead qualification.
• Escalate complex queries or compliance-related issues to senior team members.
• Provide feedback on lead quality, objection trends, and customer concerns to improve outreach strategies.

Qualifications & Skills

• Minimum high school / intermediate qualification; a Bachelor’s degree (especially in finance, business, or related fields) is a plus.
• Previous experience in telecalling, telesales, or a similar customer outreach role — preferably in financial services.
• Strong verbal communication skills in English and regional language (if required).
• Good understanding of financial products such as mutual funds, equity, and insurance (or willingness to learn).
• Basic computer literacy: comfort with CRM tools, MS Office, and web-based platforms.
• Highly motivated and target-driven, with resilience to rejection.
• Strong interpersonal skills and ability to build rapport over calls.

Performance Metrics / KPIs

• Number of outbound calls made per day
• Lead generation (qualified leads)
• Conversion rate (leads to appointments or sign-ups)
• Customer follow-ups scheduled
• Quality and accuracy of data entered in CRM

Compensation & Benefits

• Competitive base salary + performance-based incentives (leads converted, business generated)
• Training and mentoring on financial products and sales techniques
• Career growth opportunities — potential progression into sales, relationship management, or business development roles
• Supportive work environment with collaborative teams
• Flexible working hours / schedule (if applicable)

Why Join Anytime Invest?

• Be part of a fast-growing, tech-savvy financial services firm.
• Work in a mission-driven business — helping individuals build financial security and achieve their life goals.
• Gain deep exposure to financial products and develop expertise in mutual funds, trading, and wealth management.
• Opportunity to grow your career in sales or advisory roles within a company that values learning and performance.

Job Types: Full-time, Permanent, Fresher

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

• Leave encashment
• Paid sick time

Work Location: In person