Telesales Executive

1 day ago

Hadapsar Pune Maharashtra, India Policy Planner Insurance Brokers Pvt Ltd Full time

**Job Summary**

**Key Responsibilities**
- Make outbound calls to potential and existing customers to promote and sell mutual fund schemes.
- Understand customer needs and recommend appropriate investment products based on their financial goals and risk profile.
- Explain mutual fund features, benefits, returns, and associated risks in a simple and convincing manner.
- Follow up with leads, maintain a sales pipeline, and ensure timely conversions.
- Handle customer queries related to mutual fund investments and provide accurate information.
- Meet or exceed daily/weekly/monthly sales targets and call volume KPIs.
- Maintain accurate records of customer interactions and sales using CRM software.
- Stay updated on market trends, mutual fund NAVs, and regulatory changes (SEBI/AMFI guidelines).
- Coordinate with internal teams (operations, compliance) for smooth client onboarding and investment processing.

**Required Qualifications**
- Bachelor’s degree in Finance, Commerce, Business, or related field.
- 1-3 years of experience in tele sales, preferably in financial services or mutual funds.
- Good knowledge of mutual fund products and investment concepts.
- Excellent communication, persuasion, and interpersonal skills.

**Preferred Skills**
- Proficiency in using CRM and MS Office (Excel, Word, etc.)
- Fluency in English and local/regional languages.
- Target-oriented mindset and resilience under pressure.
- Basic understanding of regulatory compliance in financial sales.

Pay: ₹12,000.00 - ₹15,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Language**:

- Hindi (preferred)
- English (preferred)

Work Location: In person

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