WE ARE HIRING — Client Engagement Executive / Tele-Caller
Location: Kochi
Job Type: Full-Time
Industry: Financial Planning & Wealth Management
Your Main Mission
Talk to prospects. Understand their interest. Qualify them. Book appointments. Make sure they attend.
You are NOT expected to sell insurance or investments over the phone.
Your responsibility is to create high-quality appointments for our Financial Planner.
What You Will Do
- Call prospective clients from leads provided by us
- Introduce our Financial Health Check / Financial Planning process
- Understand the prospect's basic financial needs and interest
- Identify and qualify serious prospects
- Schedule appointments with the Financial Planner
- Send WhatsApp confirmations and reminders
- Follow up professionally to improve appointment attendance
- Update every conversation and follow-up in our CRM
- Reconnect with older leads and interested prospects
Daily Performance Targets
50–70 Calls
↓
10–15 Meaningful Conversations
↓
3 Qualified Appointments Booked
↓
Target: 2 Appointments Attended
Your performance is measured primarily on quality conversations, qualified appointments and show-up rate — not insurance premium or investment sales.
Who Are We Looking For?
You may be a good fit if you:
- Speak Malayalam fluently
- Can communicate comfortably in English
- Have a pleasant and confident telephone voice
- Enjoy speaking with new people
- Can follow up without hesitation
- Are disciplined about daily targets
- Can learn scripts and improve through coaching
- Are comfortable using WhatsApp, CRM and basic computer applications
Previous experience in telecalling, banking, insurance, financial services, real estate, education counselling or appointment setting will be an advantage.
Compensation
Fixed Monthly Salary + Performance Incentives
Incentives will be linked strongly to:
Qualified appointments that actually attend the meeting.
The better the quality of appointments you generate, the higher your earning opportunity.
Important
This is not a random cold-calling position.
You will be trained on:
Who to call → What to ask → How to qualify → How to book → How to follow up → How to improve show-up rates.
We are looking for someone who wants to become exceptionally good at client communication and appointment generation.
Interested?
Send your CV + a short voice introduction mentioning:
- Your name
- Current location
- Previous calling/customer-facing experience
- Languages you speak
- Why you think you would be good at speaking with prospective clients
Subject/Message: Application – Client Engagement Executive
Pay: ₹18,000.00 - ₹35,000.00 per month
Work Location: In person
