Sales Coordinator / Executive

Job Description – Telecaller (Stock Market & Mutual Funds)

Position: Telecaller – Stock Market & Mutual Funds
Company: Motilal Oswal Franchise
Location: [Faridabad / Delhi NCR]
Employment Type: Full-Time
Experience: 1–3 Years preferred
Salary: ₹[XX,XXX – XX,XXX] per month + Incentives

Job Summary

We are looking for a confident, enthusiastic, and result-oriented Telecaller to join our Motilal Oswal franchise. The candidate should have basic to good knowledge of Stock Market, Equity, Mutual Funds, Demat/Trading Accounts and other financial products.

The primary responsibility will be to generate leads, communicate with prospective and existing clients, explain financial products and services, schedule meetings, and follow up with clients for business conversion.

Key Responsibilities

• Make outbound calls to prospective and existing clients regarding stock market and financial products.

• Generate leads and identify potential clients interested in Equity, Mutual Funds, Demat & Trading Accounts and other investment products.

• Explain products and services to clients in a simple and professional manner.

• Follow up regularly with leads and prospective clients.

• Maintain proper records of calls, leads, follow-ups and conversions.

• Coordinate with the sales/investment team for client meetings and further processing.

• Build and maintain good relationships with existing and prospective clients.

• Achieve assigned daily, weekly and monthly calling and lead-generation targets.

• Stay updated with basic developments in the stock market and mutual fund industry.

• Handle client queries professionally and escalate technical or investment-specific queries to the concerned team.

• Ensure communication with clients is professional and compliant with company and regulatory requirements.

Required Skills & Qualifications

• Graduate in any discipline; preferably B.Com, BBA, MBA, Economics or Finance.

• Basic to good knowledge of the Stock Market and Mutual Funds is required.

• Knowledge of Equity, Mutual Funds, SIP, Demat Account and Trading Account will be an advantage.

• Good communication and convincing skills.

• Comfortable speaking with clients over the phone.

• Good Hindi and English communication skills.

• Basic computer knowledge, including MS Office/Excel.

• Good follow-up and customer relationship skills.

• Target-oriented and self-motivated.

• Prior experience in telecalling, financial services, stock broking, banking, insurance or mutual funds will be preferred.

Preferred Candidate

Candidates who have previously worked with a stock broking company, mutual fund distributor, bank, NBFC, insurance company or financial services firm will be preferred.

Candidates with existing knowledge of Demat & Trading Accounts, Equity, Mutual Funds and SIPs will have an added advantage.

Key Performance Indicators (KPIs)

• Number of calls made

• Qualified leads generated

• Client meetings scheduled

• New client acquisition

• Demat/Trading account leads and conversions

• Mutual Fund/SIP leads and conversions

• Follow-up effectiveness

• Monthly business targets

Compensation

Fixed Salary + Attractive Performance-Based Incentives

Additional incentives may be provided based on lead generation, client acquisition and business performance.

• It is a Full Time Sales / Business Development job for candidates with 1 - 2 years of experience.