Telecaller

Work type: On-site (Kolkata) or Hybrid/Remote – aligning to Gulf business hours

Shift: 11:30 AM–8:30 PM IST (10:00 AM–7:00 PM GST)

Compensation: Fixed ₹12,000/month + performance-linked incentives up to ₹68,000/month (uncapped; based on sales/retention KPIs)

About the RoleYoForex partners with Flexy Markets (Dubai), a fast-growing forex brokerage. We're hiring experienced Telecallers who can drive revenue through outbound calling, customer retention, and cold calling. You will engage our existing clients and also prospect new leads via our CRM, nurture them through the account and funding journey, and retain them for long-term activity.

• Key ResponsibilitiesOutbound Calls (Warm & Cold):
• Call existing YoForex/Flexy Markets clients from the CRM for re-engagement, funding nudges, and renewals; cold-call new prospects to open and activate trading accounts.
• Client Retention:
• Reduce churn by building rapport, understanding objections (spreads, platform, execution, withdrawals), and offering suitable solutions or plans.
• Sales Conversion:
• Move prospects through the funnel: KYC → account opening → first deposit → first trade; upsell/cross-sell where appropriate.
• Follow-ups & Pipelines:
• Run disciplined follow-ups (calls, WhatsApp/SMS, email) and keep CRM stages, call notes, tasks, and outcomes updated in real time.
• Objection Handling & Education:
• Explain platform basics (MT4/MT5), account types, deposits/withdrawals, and promotions without giving investment advice.
• Quality & Compliance:
• Follow approved scripts, call etiquettes, and no-advice policy; respect DND lists and local telemarketing norms; ensure KYC/AML awareness.
• Daily Metrics:
• Hit targets for dials, connects, presentations, qualified leads, account openings, first-time deposits (FTD), reactivations, and retention rate.
• What We're Looking ForExperience: 1–3+ years in tele-sales/retention, preferably BFSI/Trading/Fintech/Forex/Brokerage.
• Retention Mindset: Proven track record keeping customers active and reactivating dormant accounts.
• Cold-Calling Confidence: Comfortable with 120–180 dials/day and structured follow-ups.
• CRM Fluency: Hands-on with CRMs (e.g., Zoho/Freshsales/HubSpot) and call-tracking dashboards.
• Communication: Clear English & Hindi required; Bengali is a plus; Arabic is a strong advantage.
• Domain Basics: Familiarity with forex terms (pips, leverage, margin, spreads, account types) and MT4/MT5 onboarding.
• Ownership: Target-driven, organized, resilient, and coachable.
• Success Metrics (KPIs)Daily dials & connect ratio
• Qualified lead to account-open conversion
• FTD (first-time deposit) count & value
• Reactivation rate of dormant clients
• 30/60/90-day retention & repeat deposit rate
• QA score (script adherence, call quality) and CRM hygiene
• Compensation & IncentivesFixed Pay: ₹12,000/month
• Incentives: Up to ₹68,000/month based on:
• Accounts opened & FTD value
• Reactivations and repeat deposits
• Retention (30/60/90-day activity)
• QA & compliance scores
• Additional perks: Training on product/process, performance bonuses, fast-track growth for high performers.

Tools You'll UseCRM (lead queues, dispositions), IP telephony/call dialer, WhatsApp Business/approved messaging tools, email sequences, and shared sheets/dashboards. (Experience with Zoho/WATI/Exotel/Knowlarity is a plus.)

Growth PathHigh performers can advance to Senior Telecaller → Retention Specialist → Team Lead (Sales/Retention) and beyond.

• 30–60–90 Day Plan (Outcomes)30 days: Ramp on product, scripts, CRM; hit 70% of daily activity targets.
• 60 days: Consistent conversions on warm leads; first reactivation wins; CRM hygiene ≥95%.
• 90 days: Full target delivery across FTDs/reactivations; stable retention metrics; eligible for top-tier incentives.
• Important NotesThis is a sales & retention role—no investment advice may be provided.
• All calls may be recorded for training & compliance.
• You must follow approved scripts and local telemarketing/Do-Not-Disturb regulations.