Key Responsibilities
● Achieve daily productivity targets, including 200 outbound calls and 3 hours of talk
time.
● Effectively plan and utilize the workday to engage and educate customers through
telephonic conversations.
● Educate customers on investment products, with a primary focus on mutual funds and
achieve daily and monthly targets through these conversations..
● Recommend suitable investment solutions aligned with customers’ financial goals and
risk profiles.
● Meet defined sales, redemption calling, and daily ticket-closing targets.
● Build and maintain long-term customer relationships through high-quality service and
consistent follow-ups.
● Adhere to organizational processes, compliance requirements, and performance KPIs.
•For More details
Qualifications
● Education: Graduate or Postgraduate in Finance, Business Administration, Economics,
Commerce, or a related field.
● Experience:
○ 6 months to 3 years of experience in telesales or inside sales, preferably in the
financial services domain.
○ Prior experience or knowledge in mutual funds is an added advantage
● Location Preference:Candidates ready to work in Bellendur or be willing to relocate to
Bangalore.
Required Skills
● Excellent verbal communication skills in English and Hindi (neutral accent preferred).
● Sound understanding of financial products and basic risk management concepts.
● Strong customer-centric mindset with problem-solving abilities.
● Ability to work in a target-driven, structured environment.
Preferred Qualifications
● NISM Series V-A certification (preferred) if not available should be ready to get certified.
● Proven experience in selling financial products such as mutual funds, equities, or
insurance
Work Environment & Structure
● Fixed day-shift timings to ensure better work-life balance.
● Rotational weekly offs.(5 days working with Sunday fixed off)
● Structured work schedule with clear prod
More details feel free to reach out..
Sunil K
PH - 9036292563