Key Responsibilities:
- Customer Outreach & Relationship Management:
- Make outbound calls to potential and existing clients to inform them about the company's services, products, and offers.
- Assist customers with inquiries related to trading, investment products, depository services, etc.
- Provide timely updates and information to clients about the stock market and their portfolio.
- Follow up with leads and ensure customer satisfaction, encouraging long-term client relationships.
- Product Information and Advisory:
- Explain different financial products, including equity, commodities, mutual funds, and more.
- Help customers understand stock market trends, investment strategies, and opportunities to increase their portfolio value.
- Lead Generation:
- Generate quality leads by identifying potential clients and following up with them to convert into active traders and investors.
- Maintain an accurate database of clients and prospects.
- Sales Support:
- Assist in the execution of sales campaigns, including promotions and offers.
- Track client interactions, sales activities, and report progress regularly.
- Problem Resolution:
- Address customer concerns, complaints, or issues related to trading accounts, transactions, or market activities.
- Ensure timely resolution to enhance customer satisfaction and trust.
- Compliance and Reporting:
- Adhere to company policies, regulatory guidelines, and compliance procedures while making calls and handling client accounts.
- Maintain detailed records of interactions and sales activities.
Requirements:
- Educational Qualification: Graduate (preferably in Finance, Commerce, or related field).
- Experience: 1-2 years in a telecalling or customer support role, preferably within the financial services industry (stock broking, mutual funds, etc.).
Shubham Vishwakarma
Full Stack Developer - Averlon
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