Telesales Agent

3 days ago

Mohali, Punjab, India Grihum Housing Finance Full time ₹ 2,70,000 - ₹ 3,60,000 per year

Job description:

Key Responsibilities:

● Make outbound calls to prospective clients to explain financial products and services.

● Follow up on leads generated through marketing campaigns, websites, and referrals.

● Understand client requirements and provide suitable financial product recommendations.

● Maintain up-to-date knowledge of financial markets, trends, and regulatory updates.

● Maintain accurate records of calls, client interactions, and follow-ups in CRM tools.

● Achieve daily/weekly/monthly targets for calls, leads, and conversions.

● Handle client queries related to investments, account setup, and market-related concerns.

Required Skills and Qualifications:

● Bachelor's degree in Finance, Commerce, Business Administration, or a related field (preferred).

● Previous telecalling or telesales experience, especially in financial services, is a plus.

● Good knowledge or interest in stock markets, trading, and investment instruments.

● Strong communication and interpersonal skills in English, Hindi, Tamil or Telugu (optional)

● Ability to persuade and build rapport with potential clients.

● Comfortable working with CRM software and digital tools.

● Experience working with a brokerage firm, investment advisory, or wealth management firm would be a plus

Job Types: Full-time, Permanent

Pay: ₹22, ₹30,000.00 per month

Benefits:

  • Paid sick time
  • Provident Fund

Work Location: In person

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