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Tellecaller

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Yelahanka Bengaluru Karnataka, India Aurastha Full time

Wealth Wright is seeking a dynamic and customer-oriented Telecaller to join our banking process team. As a Telecaller, you will be responsible for initiating outbound calls to potential and existing clients, offering financial products and services, and addressing customer inquiries. You will play a key role in expanding our client base and maintaining strong customer relationships.

**Key Responsibilities**:

- **Client Outreach**: Make outbound calls to prospective clients and follow up with existing customers to promote Wealth Wright’s banking and wealth management products.
- **Product Knowledge**: Communicate detailed information about various financial products including savings accounts, investment opportunities, loans, and other services tailored to customer needs.
- **Customer Support**: Address customer queries, resolve issues, and provide assistance with account-related requests.
- **Sales and Lead Generation**: Qualify leads and convert inquiries into appointments or sales, effectively upselling and cross-selling relevant financial products.
- **Database Management**: Maintain accurate customer records and update contact details, follow-up schedules, and service requests in the company CRM system.
- **Client Relationship Building**: Develop and maintain long-term relationships with clients, understanding their financial goals and providing tailored advice and solutions.
- **Target Achievement**: Meet monthly and quarterly targets set for call volume, sales, and customer satisfaction.
- **Compliance and Reporting**: Ensure all interactions adhere to company policies and financial regulations. Prepare daily/weekly reports of calls made, leads generated, and sales outcomes.
- **Feedback Collection**: Gather client feedback on services and pass on valuable insights to management for continuous improvement.

**Skills & Qualifications**:

- **Education**: Minimum qualification - High School Diploma; a bachelor’s degree in finance, business, or related field is a plus.
- **Experience**: Previous experience in telecalling, customer service, or sales, especially in the banking or financial services industry, is highly preferred.
- **Communication Skills**: Excellent verbal communication skills, with a professional and clear tone. Ability to communicate effectively and persuasively with customers.
- **Customer Service Orientation**: Strong interpersonal skills with a focus on customer satisfaction and relationship building.
- **Product Knowledge**: Basic understanding of banking, investment, and financial products. Willingness to learn about various financial services.
- **Sales Skills**: Ability to meet sales targets and generate business.

**Job Types**: Full-time, Fresher

Pay: ₹331,814.94 - ₹1,596,204.67 per year

**Benefits**:

- Commuter assistance
- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Commission pay

**Experience**:

- total work: 1 year (preferred)

Work Location: In person