Job Title: Tele-sales Executive - Financial Products
Company Name: The Catalyst Group
Location: Jaipur (Full-Time)
Experience Required: 1–2 Years (Prior experience in BFSI / Insurance / Investment sector is mandatory)
Salary: ₹15,000 – ₹20,000 / month + Attractive Sales Incentives
Language: Good English Communication Skills
Job Summary & Responsibilities:
- Sales & Advisory: Connect with customers over the call to understand their financial needs and pitch appropriate Insurance policies (Life, Health, General) and Mutual Funds/Investment plans.
- Demat & Trading Support: Assist and guide clients in opening Demat accounts and using trading apps (such as Angel One, Groww, Zerodha, etc.), along with briefing them on investment basics.
- Lead Conversion: Follow up regularly with potential leads provided by the company to ensure successful conversions.
- Cross-Selling: Identify opportunities to cross-sell other relevant financial products to existing clients based on their requirements.
- Relationship Management: Maintain healthy relationships with customers to ensure long-term retention and drive referrals.
Required Skills & Qualifications:
- Experience: 1 to 2 years of proven experience in selling Insurance, Mutual Funds, or Demat accounts.
- Trading App Knowledge: Sound knowledge and practical understanding of popular trading platforms (Angel One, Groww, Zerodha, etc.) is required.
- Industry Knowledge: Strong understanding of financial markets, mutual funds, and various types of insurance products.
- Communication: Fluent English along with strong convincing and interpersonal skills is mandatory.
- Attributes: Must be target-oriented, self-motivated, and comfortable with making outbound calls.
Perks & Benefits:
- Monthly Fixed Salary + Uncapped Performance Incentives
- Supportive work environment and career growth opportunities
Pay: ₹15,000.00 - ₹20,000.00 per month
Work Location: In person
