Telesales

Telesales & Digital Lead Generation Executive (Financial Markets)

Key Responsibilities:

1. Social Media-Savvy Lead Generation (40%):

• Proactively identify and engage potential leads on platforms like LinkedIn, Twitter (X), Facebook/Instagram finance groups, and investment forums.

• Understand and leverage social media trends, hashtags, and communities related to stocks, trading, investing, and personal finance.

• Use social listening tools to find prospects discussing market trends or seeking investment advice.

• Nurture a professional online presence to build credibility as a finance industry representative.

2. High-Conversion Telesales & Relationship Building (40%):

• Conduct outbound calls to leads generated via social media and other channels.

• Clearly and persuasively communicate the value of our stock market services (research reports, advisory packages, webinar access).

• Understand client investment goals, risk appetite, and objections to tailor the pitch effectively.

• Guide prospects through the sales funnel, from initial interest to setting up meetings with senior advisors or closing direct sales (role-dependent).

• Maintain meticulous records of all interactions in the CRM system.

3. Market Knowledge & Compliance (20%):

• Develop and maintain a solid working knowledge of stock market basics, terminologies, and current market trends to build trust with prospects.

• Ensure all social media engagement and telesales scripts adhere to financial industry compliance and regulations (SEBI guidelines in India, FINRA in the US, etc.).

• Collaborate with the marketing team to provide feedback on lead quality and campaign effectiveness.

Must-Have Qualifications & Skills:

• Proven experience in telesales, inside sales, or lead generation, preferably in BFSI (Banking, Financial Services, Insurance), FinTech, or related fields.

• Demonstrable knowledge and active use of social media for professional lead generation. Please be prepared to discuss your approach.

• Excellent verbal and written communication skills in [e.g., English and Local Language], with a confident and persuasive phone manner.

• Ability to understand and explain basic financial concepts related to the stock market.

• Resilience to handle rejection and the persistence to meet and exceed daily/weekly targets for calls and conversions.

• Graduate degree in any discipline (Finance, Business, Marketing, or Communications is a plus).

What We Offer:

• Attractive compensation package with a strong performance-based incentive structure.

• Comprehensive training on financial products, sales techniques, and compliance.

• Opportunity to build a career in the fast-growing financial services sector.

• Modern, supportive work environment.

• flexible hours

• It is a Full Time Telesales / Telemarketing job for candidates with 6 months - 5 years of experience.