Tele Marketing Executive

1 week ago


Wadala Truck Terminal Mumbai Maharashtra, India FINNOVATE Full time

**Job Title: Telecaller - Marketing Team**

**Location: Mumbai**

Company: Finnovate - India's Leading Financial Planning Platform for Doctors

Industry: Financial Services / Wealth Management

**About Finnovate**:
At Finnovate, we help doctors and professionals take control of their financial lives

safely, surely, and swiftly. With over 3000+ financial plans created, we bring purpose

and structure to your financial goals through our signature FinnFit process.

**Role Overview**:
We’re looking for an extroverted and people friendly Telecaller who enjoys talking, is

a natural at building trust, and can convince potential clients to schedule a meeting with

our financial experts. This isn’t cold calling. You’ll speak to people who’ve shown interest or are already in our network. Your job is to initiate conversations, build rapport quickly, and book meetings for the advisory team.

**What You'll Do**:

- Make 100/120 connected calls per day from our lead database
- Build friendly conversations and understand the client’s needs
- Clearly explain what Finnovate offers (training will be provided)
- Schedule meetings for our Relationship Managers / Financial Planners
- Maintain proper lead status and notes in CRM (Zoho)
- Send follow-up messages via WhatsApp when required
- Meet daily and monthly performance targets

**What We’re Looking For**:

- Someone extroverted, confident, and energetic on calls
- Fluent in Hindi, English, and preferably one regional language
- Excellent rapport-building and communication skills
- Patience to handle rejections and follow-ups
- Prior experience in tele-sales or customer support is a bonus
- Comfortable working with basic CRMs and WhatsApp Web
- Must be target-driven and open to feedback

**KPIs (Targets)**:

- 10/12 meetings booked per day (on average)
- 100/120+ connected calls per day
- CRM status update accuracy - 100%

**Incentive & Growth**:

- Base salary + Monthly incentives for overachieving the targets.
- Learning and career growth in the financial services industry.

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

Pay: ₹300,000.00 - ₹400,000.00 per year

**Benefits**:

- Health insurance
- Leave encashment
- Paid time off
- Provident Fund
- Work from home

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Experience**:

- Telemarketing: 1 year (required)

**Language**:

- Hindi (required)
- English (required)

Work Location: In person


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