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senior sales manager jobs in haldwani uttarakhand

Senior Telecalling Officer For Mutual Fund Company
AlignMF4Yield Finserv private Limited —Haldwani, Uttarakhand
- ₹15,000 - ₹18,000 a month
- Full-time
- CRM software
- Sales
- Salesforce
- Commuter assistance
- Cell phone reimbursement
Quick apply

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Senior Telecalling Officer For Mutual Fund Company

AlignMF4Yield Finserv private Limited
Haldwani, Uttarakhand

Quick apply

Job details

Full-time
₹15,000 - ₹18,000 a month

Benefits

Commuter assistance
Cell phone reimbursement
Life insurance

Qualifications

CRM software
Sales
Salesforce
English
Master's degree
Bachelor's degree
Telemarketing

Full job description

Core Responsibilities

1. Lead Generation & Outbound Sales Calls

Make outbound calls to potential clients using pre-defined scripts
Generate qualified leads for Relationship Managers to close
Contact existing customers to encourage additional investments or upgrades
Reach out to cold leads from data sources, webinars, and referrals
Pitch mutual fund products (SIP, lumpsum, equity/debt funds) over the phone

2. Customer Inquiry Handling & Inbound Calls

Answer incoming calls from prospective and existing investors
Respond to queries about mutual fund products, schemes, and returns
Explain product features, benefits, and risks clearly
Resolve complaints and issues related to SIP, redemptions, or transactions
Provide market updates and investment insights to clients
Follow-Up & Relationship Maintenance
Conduct regular follow-ups with prospects who showed interest
Call old/inactive customers to reactivate their investments
Maintain healthy relationships with existing clients
Send reminders for SIP instalments, renewal dates, and portfolio reviews

3.Follow-Up & Relationship Maintenance

Conduct regular follow-ups with prospects who showed interest
Call old/inactive customers to reactivate their investments
Maintain healthy relationships with existing clients
Send reminders for SIP instalments, renewal dates, and portfolio reviews
Personalize communication to build trust and rapport

Pay: ₹15,000.00 - ₹18,000.00 per month

Benefits:

Cell phone reimbursement
Commuter assistance
Life insurance

Education:

Bachelor's (Required)

Experience:

MUTUAL FUND TELECALLING : 1 year (Required)

Language:

English (Required)

Willingness to travel:

25% (Required)

Work Location: In person

Quick apply

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