Telesales Executive

Job Description

Job Summary We are seeking a motivated and results-driven Tele sales Executive to promote and sell mutual fund products to retail and HNI (High Net-worth Individual) clients over the phone. The ideal candidate will have a strong understanding of financial products, excellent communication skills, and a passion for customer engagement and sales. Key Responsibilities Make outbound calls to potential and existing customers to promote and sell mutual fund schemes. Understand customer needs and recommend appropriate investment products based on their financial goals and risk profile. Explain mutual fund features, benefits, returns, and associated risks in a simple and convincing manner. Follow up with leads, maintain a sales pipeline, and ensure timely conversions. Handle customer queries related to mutual fund investments and provide accurate information. Meet or exceed daily/weekly/monthly sales targets and call volume KPIs. Maintain accurate records of customer interactions and sales using CRM software. Stay updated on market trends, mutual fund NAVs, and regulatory changes (SEBI/AMFI guidelines). Coordinate with internal teams (operations, compliance) for smooth client onboarding and investment processing. Required Qualifications Bachelor’s degree in Finance, Commerce, Business, or related field. 1–3 years of experience in tele sales, preferably in financial services or mutual funds. Good knowledge of mutual fund products and investment concepts. Excellent communication, persuasion, and interpersonal skills. Preferred Skills Proficiency in using CRM and MS Office (Excel, Word, etc.) Fluency in English and local/regional languages. Target-oriented mindset and resilience under pressure. Basic understanding of regulatory compliance in financial sales. Job Type: Full-time Pay: ₹12,000.00 - ₹15,000.00 per month Benefits: Health insurance Schedule: Day shift Supplemental Pay: Performance bonus Language: Hindi (Preferred) English (Preferred) Work Location: In person