Telecaller / Investment Tele-Executive

Job Title: Telecaller / Investment Tele-Executive

Job Summary

We are looking for a dynamic and customer-focused Mutual Fund Telecaller to engage with potential and existing clients over the phone, explain mutual fund products, generate leads, and support investment conversions. The role requires strong communication skills, basic financial knowledge, and a client-first approach.

Key Responsibilities

• Make outbound calls to prospective and existing customers to explain mutual fund products and investment options
• Understand customer financial needs and recommend suitable mutual fund schemes (equity, debt, hybrid, SIPs, etc.)
• Generate qualified leads and follow up to convert them into investments
• Educate clients on SIPs, lump-sum investments, NAVs, risk profiles, and long-term wealth creation
• Maintain accurate records of calls, leads, and conversions in CRM systems
• Coordinate with relationship managers or advisors for closure and documentation
• Address basic customer queries and escalate complex cases to senior advisors
• Ensure compliance with SEBI/AMFI guidelines and company policies
• Achieve daily/weekly/monthly calling and revenue targets

Required Skills & Competencies

• Strong verbal communication and persuasion skills
• Basic understanding of mutual funds and financial products
• Ability to explain financial concepts in simple language
• Customer-centric mindset with follow-up discipline
• Target-driven and result-oriented approach
• Comfortable with CRM tools and MS Excel

Qualifications

• Minimum 12th pass / Graduate in any discipline (Finance preferred)
• 1–3 years of experience in telecalling, sales, or financial services

Preferred Experience

• Experience in mutual funds, insurance, banking, or wealth management
• Prior outbound sales or inside sales experience

Job Type: Full-time

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

• Health insurance
• Provident Fund

Education:

• Higher Secondary(12th Pass) (Required)

Experience:

• Tele sales Insurance / Mutual Fund: 1 year (Required)

Work Location: In person