Telesales

**Location**: Dahisar East, Mumbai
**Company**: Sage Capital

**Job Type**: Full-time
**Experience Level**: 1-3 years (Experience in financial services or investment products preferred)

**About Sage Capital**

At Sage Capital, we are dedicated to providing tailored financial solutions that help our clients achieve their investment and wealth management goals. Our team of expert advisors is committed to excellence, innovation, and customer satisfaction. We are looking for enthusiastic Telecallers and Telesales Executives to join our growing team and play a pivotal role in helping us connect with potential clients and deliver exceptional service.

**Job Summary**

As a Tele Caller / Tele Sales Executive, you will be responsible for reaching out to potential and existing clients over the phone to promote our financial services and investment products. Your role will involve building and maintaining strong relationships with clients, understanding their investment needs, and providing appropriate recommendations. You will work closely with the sales team to meet targets and contribute to the overall growth of Sage Capital.

**Key Responsibilities**
- **Client Outreach**:

- Make outbound calls to prospective clients, providing information about Sage Capital’s investment products and services.
- Engage with leads generated through marketing campaigns, webinars, and online inquiries to convert them into potential clients.
- **Lead Generation**:

- Identify new business opportunities by generating qualified leads and scheduling follow-up calls or meetings with senior sales advisors.
- **Sales Pitch & Presentations**:

- Deliver clear and persuasive pitches about our investment offerings, including mutual funds, insurance plans, and wealth management services.
- Tailor your communication based on the client’s investment profile and financial goals.
- **Follow-up & Relationship Building**:

- Follow up with potential clients to answer their queries, resolve doubts, and provide additional information as required.
- Build and maintain positive relationships with clients, ensuring a smooth customer experience.
- **Market Research**:

- Stay updated with the latest trends in the financial market, and Sage Capital’s new products, and convey this information to clients.
- **Meeting Targets**:

- Achieve daily, weekly, and monthly targets for client calls, follow-ups, and sales conversions.
- **Documentation & Reporting**:

- Maintain accurate records of calls, conversations, and client interactions in CRM systems.
- Prepare daily and weekly reports on progress and areas for improvement.

**Key Skills & Qualifications**
- **Education**: Graduate in any field. A degree in Finance, Business Administration, or related fields is a plus.
- **Experience**:

- 1-3 years of experience in Tele Calling, Tele Sales, or Customer Service.
- Experience in the financial services industry (e.g., banking, mutual funds, insurance) is preferred.
- **Excellent Communication Skills**: Fluent in English and Hindi. Ability to explain complex financial concepts in a simple and engaging manner.
- **Sales and Negotiation Skills**: A persuasive communicator with a proven track record of meeting or exceeding sales targets.
- **Customer-Centric Attitude**: Strong interpersonal skills and the ability to build trust with clients.
- **Time Management**: Ability to manage time effectively, prioritize tasks, and handle multiple client interactions efficiently.
- **Tech-Savvy**: Proficient in using CRM tools, Microsoft Office (Word, Excel, PowerPoint), and telecommunication software.

**What We Offer**
- **Competitive Salary**: Fixed salary plus performance-based incentives and commissions.
- **Professional Growth**: Opportunity to work with a leading financial services company and grow your career in the financial sector.
- **Training & Development**: Ongoing training in sales techniques, investment products, and market trends.
- **Dynamic Work Environment**: Work with a passionate team that values collaboration, innovation, and customer satisfaction.

**How to Apply**

If you have a passion for finance, a knack for sales, and the desire to build meaningful relationships with clients, we’d love to hear from you

**Sage Capital is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.**

Pay: ₹10,000.00 - ₹20,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Commuter assistance
- Paid time off

Schedule:

- Monday to Friday

Supplemental Pay:

- Performance bonus

Ability to commute/relocate:

- Dahisar, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Higher Secondary(12th Pass) (required)

**Experience**:

- total work: 1 year (preferred)

**Language**:

- Hindi (preferred)
- English (preferred)

Work Location: In person