Doctor Wealth is looking for a dynamic and customer-focused Tele Caller cum Sales Support Executive to assist in lead generation, client engagement, appointment scheduling, and sales coordination. The ideal candidate should possess excellent communication skills, a positive attitude, and the ability to build strong customer relationships.
Key Responsibilities
- Make outbound calls to prospective and existing clients.
- Generate qualified leads and schedule appointments for the Sales Team.
- Explain the company's financial products and services to clients.
- Follow up with leads and maintain regular communication with customers.
- Support the sales team in achieving business targets.
- Maintain and update customer records in the CRM system.
- Coordinate with internal teams for client onboarding and documentation.
- Handle customer enquiries and provide timely assistance.
- Prepare daily call reports and sales activity reports.
- Ensure excellent customer service and relationship management.
Eligibility
- Graduate in any discipline.
- Freshers or candidates with up to 2 years of experience in telecalling, customer service, or sales support are welcome.
- Experience in BFSI, Mutual Funds, Insurance, or Financial Services will be an added advantage.
Skills Required
- Excellent communication and interpersonal skills.
- Fluency in Malayalam and English. Knowledge of Hindi is an added advantage.
- Good telephone etiquette and convincing ability.
- Basic computer knowledge (MS Office, Email, CRM).
- Positive attitude with a willingness to learn.
- Good organizational and follow-up skills.
Key Competencies
- Customer Relationship Management
- Lead Generation
- Sales Coordination
- Communication Skills
- Time Management
- Teamwork
- Target Orientation
Employment Type
Full-Time
Location
Doctor Wealth Financial Services Pvt. Ltd.
(KOTTAYAM)
Salary
As per company standards and experience.
About Doctor Wealth
Doctor Wealth Financial Services Pvt. Ltd. is a leading wealth management company providing complete financial solutions to individuals, families, NRIs, and businesses. We specialize in financial planning, mutual funds, insurance, PMS, AIF, retirement planning, and wealth management with a client-first approach.
Tagline: The Complete Financial Solutions.
Pay: ₹10,000.00 - ₹16,000.00 per month
Work Location: In person
