Tele Caller

3 days ago

Mp Nagar Bhopal Madhya Pradesh, India Ksquare Full time

contact-9522288397, 9522288231 A "mutual fund telecaller" is a sales representative who contacts potential and existing clients via phone to promote and sell mutual fund investment products, explaining their features and benefits, addressing customer queries, and ultimately aiming to generate new accounts and sales by understanding individual financial goals and recommending suitable investment options within the mutual fund portfolio. Key responsibilities of a mutual fund telecaller: - **Outbound calling**:Actively dial prospective clients to generate leads and initiate conversations about mutual fund investments. - **Customer needs analysis**:Understand client's financial objectives, risk tolerance, and investment horizon to recommend suitable mutual fund schemes. - **Product knowledge**:Possess in-depth knowledge of various mutual fund schemes, including their performance, fees, and risk profiles to effectively answer customer queries. - **Sales pitch delivery**:Clearly articulate the benefits of mutual fund investments, highlighting key features and potential returns while addressing concerns. - **Lead generation**:Qualify leads by identifying potential investors with suitable financial profiles and scheduling follow-up appointments. - **Customer relationship building**:Establish rapport with clients, maintain regular communication, and provide ongoing support throughout the investment journey. - **CRM management**:Update customer information and track sales progress within the customer relationship management (CRM) system. - **Compliance adherence**:Ensure all sales activities comply with regulatory guidelines and industry standards. Required skills for a mutual fund telecaller: - **Excellent communication skills**:Ability to clearly explain complex financial concepts in a simple and engaging manner over the phone. - **Persuasive selling skills**:Convincingly present investment options and overcome objections to close sales. - **Financial knowledge**:Basic understanding of financial markets, investment instruments, and mutual fund terminology. - **Customer service orientation**:Prioritize customer needs and provide excellent service throughout the sales process. - **Resilience and tenacity**:Ability to handle rejection and consistently follow up with leads to achieve sales targets. - **Data analysis skills**:Interpret customer data to identify potential opportunities and tailor sales approach accordingly. **Job Types**: Full-time, Permanent Pay: Up to ₹13,000.00 per month **Benefits**: - Health insurance Schedule: - Day shift Work Location: In person Expected Start Date: 04/03/2025

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