Job Description: Telecaller cum Office Assistant
Company: Wealth Infoline Pvt Ltd
Location - Baner Pune
Type: Full-Time
About Wealth Infoline Pvt Ltd
Wealth Infoline Pvt Ltd is a financial services and wealth management company offering Mutual Funds, Insurance, NPS, Fixed Deposits, and other investment solutions. We are committed to helping individuals and families achieve their financial goals through professional guidance and superior customer service.
Position: Telecaller cum Office Assistant
We are looking for an enthusiastic, organized, and customer-focused individual to join our team as a Telecaller cum Office Assistant. The candidate will be responsible for client communication, lead generation, appointment scheduling, and providing administrative support to ensure smooth office operations.
Key Responsibilities
Telecalling & Client Coordination
- Make outbound calls to prospective and existing clients.
- Schedule meetings and appointments for Relationship Managers.
- Follow up with clients regarding documentation, transactions, and service requests.
- Maintain accurate records of client interactions in CRM/Excel.
- Conduct customer feedback and awareness campaigns.
Office Administration
- Handle day-to-day office coordination and administrative activities.
- Maintain client databases and records.
- Assist in preparing reports, MIS, presentations, and correspondence.
- Coordinate with internal teams and business partners.
- Manage incoming calls, emails, and office communication.
- Support event coordination, investor awareness programs, and marketing activities.
Desired Candidate Profile
- Graduate or Undergraduate with relevant experience.
- 1–3 years of experience in telecalling, customer service, or office administration preferred.
- Good communication skills in English, Hindi, and Marathi.
- Basic knowledge of MS Office (Excel, Word, PowerPoint).
- Strong interpersonal and organizational skills.
- Positive attitude, confidence, and willingness to learn.
- Prior experience in financial services, insurance, or mutual fund industry will be an added advantage.
Compensation & Benefits
- Attractive fixed salary.
- Performance-based incentives on lead generation and business support.
- Professional growth opportunities in the financial services industry.
- Supportive and collaborative work environment.
Working Hours
- Monday to Saturday
- Office Timing: 9:30 AM to 6:30 PM
How to Apply
Interested candidates may send their updated resume to the HR Team at Wealth Infoline Pvt Ltd.
Join us and be a part of a growing organization dedicated to creating financial well-being for our clients.
Pay: ₹17,000.00 - ₹25,000.00 per month
Work Location: In person
