Telecalling Executive – Financial Services | Freshers Welcome

Telecalling Executive – Financial Services | Freshers Welcome

Company: PITANGA WEALTH PVT. LTD.
Location: Ramesh Nagar, West Delhi, New Delhi
Job Type: Full-Time
Work Mode: On-site
Experience: Fresher / 0–2 Years
Qualification: 12th Pass / Graduate
Industry: Financial Services, Banking, Investment & Insurance

Apply Online: https://www.pitangawealth.com/career/
Company Website: https://www.pitangawealth.com/

About PITANGA WEALTH PVT. LTD.

Pitanga Wealth Pvt. Ltd. is a financial services company offering services across stock market investments, mutual funds, SIPs, insurance, loans, and other financial products.

We are committed to providing professional financial services, customer support, and relationship management.

Job Overview

We are looking for enthusiastic, confident, and communication-focused Telecalling Executives to join our team.

The candidate will be responsible for making outbound calls, connecting with prospective and existing customers, explaining financial service offerings, generating leads, scheduling client meetings, and supporting business development activities.

This position is suitable for freshers who want to start their careers in financial services as well as experienced candidates with telecalling, sales, or customer support backgrounds.

Key Responsibilities

• Make outbound calls to prospective and existing customers.
• Generate leads and identify potential customers for financial services.
• Explain company services, including Demat accounts, mutual funds, SIPs, insurance, and other financial products.
• Follow up with interested customers and maintain regular communication.
• Schedule appointments and meetings for Relationship Managers and sales teams.
• Maintain daily calling records and update lead status in CRM software.
• Follow up on pending leads and ensure timely communication.
• Achieve assigned daily calling, lead generation, and business targets.
• Maintain professional telephone etiquette and customer relationships.
• Handle basic customer queries and coordinate with the concerned departments.
• Support referral generation and customer acquisition activities.
• Follow company policies and applicable financial services communication guidelines.

Required Skills

• Good communication skills in Hindi and basic English.
• Confident telephone conversation and customer-handling skills.
• Basic computer knowledge and familiarity with MS Excel.
• Positive attitude and willingness to learn.
• Ability to handle outbound calls and follow-ups.
• Target-oriented and self-motivated approach.
• Professional behaviour and punctuality.

Eligibility Criteria

• 12th pass or graduate candidates can apply.
• Freshers are welcome.
• Experience in telecalling, telesales, banking, insurance, financial services, or customer support will be preferred.
• Candidates interested in sales, customer interaction, and financial services are encouraged to apply.

What We Offer

• Fixed monthly salary.
• Performance-based incentives, subject to company policy.
• Training and guidance for freshers.
• Professional working environment.
• Opportunity to learn about financial services and investment products.
• Career growth opportunities into Senior Telecaller, Client Relationship Executive, Relationship Manager, and Team Leader roles.

Career Growth

Candidates demonstrating strong performance, communication skills, and business results may progress into:

• Senior Telecalling Executive
• Client Relationship Executive
• Relationship Manager
• Team Leader – Telecalling
• Business Development Executive

Working Environment

• Full-time office-based position.
• Professional and target-oriented working environment.
• Training and support provided to eligible candidates.

How to Apply

Interested candidates can apply through Indeed or directly through our official Careers page.

Apply Online:
https://www.pitangawealth.com/career/

Company Website:
https://www.pitangawealth.com/

Candidates are encouraged to visit our Careers page and submit their applications online.

PITANGA WEALTH PVT. LTD.
Ramesh Nagar, West Delhi, New Delhi

Join Pitanga Wealth and build your career in the financial services industry.

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person