Roles & Responsibilities – Telecaller
Make outbound calls to potential clients for loans, mutual funds, insurance, and investment services.
Explain product details clearly, understand customer needs, and pitch suitable financial solutions.
Schedule appointments and transfer qualified leads to the sales/field team.
Maintain daily call logs, follow-ups, and update CRM/records accurately.
Assist customers with basic documentation and KYC guidance.
Achieve monthly lead generation and sales conversion targets.