Telecaller (Aif)

Job Title: Telecaller - Alternative Investment Funds (AIF)

Job Summary:
As a Telecaller for Alternative Investment Funds (AIF), you will be responsible for reaching out to

potential and existing investors to promote AIF products and services. Your role will involve explaining

investment options, answering queries, and setting up meetings for the Relationship Managers (RMs).

Key Responsibilities:
1. Outbound Calls:

- Make outbound calls to potential investors to introduce and promote AIF products and

services.
- Follow up with leads generated through various channels.

2. Information Sharing:

- Provide detailed information on AIF investment options, features, and benefits.
- Address investor queries and provide clarity on investment processes.

3. Lead Qualification:

- Identify and qualify potential leads based on their investment interests and financial

status.
- Update and maintain accurate records of conversations and follow-up actions.

4. Appointment Setting:

- Schedule meetings or calls between potential investors and Relationship Managers

(RMs).
- Ensure that all meetings are confirmed and attended.

5. Reporting:

- Prepare and submit daily/weekly reports on call activity, lead conversion, and

appointment outcomes.
- Provide feedback on potential improvements to the telecalling strategy.

Qualifications:

- Education: Bachelor’s degree in Business, Finance, Marketing, or a related field.
- Experience: [1-2] years of experience in telecalling, sales, or customer service, preferably in

the financial services industry.
- Skills:

- Excellent verbal communication and interpersonal skills.
- Ability to explain complex financial concepts in a simple manner.
- Strong persuasive and negotiation skills.
- Proficiency in using CRM software and MS Office.

Preferred Attributes:

- Knowledge of Alternative Investment Funds and financial markets.
- Prior experience in a telecalling role related to financial products.

Working Conditions:

- [Office-based/Hybrid/Remote] work environment.
- Standard office hours, with occasional extended hours as needed.

How to Apply:
**Job Types**: Full-time, Permanent

Pay: ₹30,000.00 - ₹35,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Internet reimbursement
- Paid sick time
- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental Pay:

- Commission pay
- Overtime pay
- Performance bonus
- Yearly bonus

Application Question(s):

- How many Years Of Experiene Do you have in Financial Field...????
- Do You have Experience in (AIF)..?????
- Current CTC..?????
- Expected CTC...?????
- Days Take To Join....????
- Current Location....?????
- Reason For Leaving Your Last Job...?????
- Your last Company Name...?????

**Education**:

- Bachelor's (required)

**Experience**:

- tele sales: 2 years (required)
- Insurance sales: 1 year (required)
- Wealth management: 1 year (required)
- Corporate finance: 1 year (required)

**Language**:

- English (required)

Work Location: In person