Job Summary
We are looking for an energetic and result-oriented Telecaller to generate leads, explain stock market investment products, and schedule appointments for the sales team. The ideal candidate should have excellent communication skills, confidence in handling customer calls, and the ability to achieve daily and monthly targets.
Key Responsibilities
- Make outbound calls to prospective customers from provided leads and databases.
- Introduce the company's stock broking services and investment products.
- Generate qualified leads for Demat and Trading account openings.
- Schedule appointments for Relationship Managers or Business Development Executives.
- Explain products such as:
- Demat & Trading Accounts
- Mutual Funds
- SIPs
- IPOs
- Bonds
- Margin Trading Facility (MTF)
- Follow up with interested prospects until account activation.
- Maintain accurate customer records in the CRM system.
- Handle customer queries professionally and provide basic product information.
- Achieve daily call, lead generation, and account opening targets.
- Coordinate with the sales and operations teams for smooth customer onboarding.
- Ensure compliance with company policies and regulatory guidelines.
Required Skills
- Excellent verbal communication in English and local language(s)
- Strong persuasion and negotiation skills
- Customer relationship management
- Lead generation and follow-up
- Basic knowledge of stock market and investment products
- CRM and MS Excel knowledge
- Positive attitude and target-oriented mindset
Preferred Qualifications
- Higher Secondary (12th Pass) / Graduate in any discipline
- Experience in Telecalling, BPO, Banking, Insurance, Financial Services, or Stock Broking is preferred
- Freshers with good communication skills are encouraged to apply
Key Performance Indicators (KPIs)
- Number of outbound calls per day
- Qualified leads generated
- Demat & Trading account openings
- Appointment conversion rate
- Customer follow-up success rate
- Sales team conversion support
- Monthly target achievement
Preferred Candidate Profile
- Excellent communication and interpersonal skills
- Confident and persuasive personality
- Ability to work in a target-driven environment
- Quick learner with a customer-focused approach
- Strong follow-up and time management skills
- Basic understanding of financial markets is an advantage
Benefits
- Fixed Salary + Attractive Incentives
- Performance Bonus
- Paid Training on Stock Market Products
- Career Growth Opportunities
- PF & ESI (as applicable)
- Paid Leave
- Employee Recognition Programs
Pay: ₹10,000.00 - ₹15,000.00 per month
Benefits:
Work Location: In person
