Tele Caller Executive

### Job Title:
Telecaller - Investment Office

## Job Summary:
The Telecaller is responsible for reaching out to potential and existing clients via phone to

generate leads, set up appointments for the sales team, and follow up on pre
- and post
- sales activities. This role involves managing client interactions, understanding their needs,

and coordinating with the sales and investment teams to ensure client satisfaction.

## Key Responsibilities:
### 1. Lead Generation and Cold Calling:

- Identify potential clients through various sources such as databases, social media, and

referrals.
- Conduct outbound calls to prospective clients to introduce the firm’s investment products

and services.
- Qualify leads and set up appointments for the sales team.

### 2. Appointment Setting:

- Schedule appointments between clients and the sales or investment team.
- Ensure that appointments are confirmed and that both the client and the sales team are

aware of the meeting details.
- Manage the calendar of the sales team to optimize appointment scheduling.

### 3. Client Relationship Management:

- Build and maintain strong relationships with clients by providing excellent customer

service during all interactions.
- Address client inquiries and concerns, ensuring a positive client experience.
- Keep detailed records of client interactions and update client information in the CRM

system.

### 4. Pre-Sales Follow-Up:

- Follow up with leads after initial contact to provide additional information or answer any

questions.
- Send relevant materials (brochures, investment proposals, etc.) to interested clients

before meetings.
- Confirm client attendance for scheduled appointments.

### 5. Post-Sales Follow-Up:

- Contact clients after sales meetings to address any follow-up questions or concerns.
- Ensure that all post-sale documentation is completed and sent to the client.
- Gather feedback from clients about their experience and report any issues to the sales

team.

### 6. Sales Support:

- Assist the sales team with any administrative tasks related to client management.
- Provide timely updates to the sales team on the status of leads, appointments, and

follow-ups.
- Coordinate with the marketing team to align calling efforts with marketing campaigns.

### 7. Data Management:

- Maintain an updated and accurate database of clients and prospects.
- Input all client interactions, lead details, and appointment outcomes into the CRM system.
- Generate reports on call activities, lead conversion rates, and client feedback.

### 8. Target Achievement:

- Work towards achieving daily, weekly, and monthly call targets and appointment-setting

goals.
- Collaborate with the sales team to meet overall business objectives and sales targets.

### 9. Compliance:

- Adhere to all company policies and regulatory guidelines while communicating with

clients.
- Ensure that all client communications are recorded and managed in accordance with

compliance standards.

### 10. Continuous Improvement:

- Continuously improve calling scripts and techniques based on client feedback and

interaction outcomes.
- Participate in training sessions to stay updated on the firm’s investment products,

services, and industry trends.

## Qualifications:

- High school diploma or equivalent; a degree in finance, business, or a related field is a

plus.

**Education**:

- Higher Secondary(12th Pass) (preferred)

**Experience**:

- Telecaller: 2 years (required)
- tele sales: 2 years (required)
- total work: 2 years (required)

**Language**:

- Hindi (preferred)
- English (preferred)

Work Location: On the road