Telesales/Telemarketing Executive (Financial Services)

Role:

Job Location:

CTC Upto:

Role Brief:

We are seeking a motivated and results-driven Relationship Executive to join our sales team for Dhanush,

our investment and trading platform. In this voice-based role, you will be responsible for engaging with

newly registered and existing clients to support initial trading activity, and promote appropriate financial

products. The role demands strong communication skills, a consultative sales approach, and the ability to

drive revenue by nurturing client relationships and cross-selling relevant financial offerings. This is an

excellent opportunity for someone keen to grow in the financial services sector through hands-on sales

experience.

Role Responsibilities:

• Conduct outbound calls to newly registered and existing Dhanush clients to drive initial trading activity.
• Clearly explain the benefits, features, and usage of Dhanush’s trading and investment platform.
• Guide clients through their first trade execution and provide assistance with platform navigation if needed.
• Build strong rapport with inactive or underutilised accounts to nurture relationships and increase platform usage.
• Identify client needs and proactively cross-sell suitable financial products to drive revenue.
• Maintain detailed and accurate logs of all client interactions, follow-ups, and account activity in CRM tools.
• Coordinate with internal teams (product, compliance, operations) to ensure smooth service delivery and timely resolution of client concerns.
• Consistently meet or exceed targets related to revenue generation.

Eligibility Criteria:

• Bachelor’s or Master’s degree completed in Business, Finance, Marketing, or a related field
• Experience in sales within the stockbroking industry preferred
• Strong verbal and written communication skills in English and Hindi/Bengali
• Confident, persuasive, and customer-oriented approach.
• Knowledge of financial services or an interest in the investment space