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Telecaller

Stephenson Technology

2 - 31 years

2 - 3 Lacs

Kharadi, Pune

Posted:2 weeks ago| Platform: Apna logo

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Skills Required

portfolio management trading database crm reports communication training software finance support

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities: Make outbound calls to clients and prospects regarding stock market advisory and portfolio management services. Educate clients on demat account openings, equity trading, mutual funds, and other stock market offerings. Generate leads through cold calling and follow up consistently to convert leads into clients. Provide accurate information about financial products and address client queries. Maintain client database, update lead status in CRM, and submit daily call reports. Achieve monthly targets for client acquisition and account openings. Required Skills: Excellent communication and interpersonal skills. Basic understanding of stock markets, trading, and financial instruments (training will be provided). Strong convincing skills and confidence in handling calls. Ability to work with targets and deadlines. Basic computer knowledge – MS Office, email, CRM software. Eligibility Criteria: Qualification: Any graduate (Commerce/Finance background preferred) Minimum 2 year experienced candidates can apply. Male/Female both can apply. Candidates with experience in broking firms or financial services will be preferred. Looking for Immediate Joiners.

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2.0 - 31.0 yrs

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