Telecaller

Key Responsibilities:

1. 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.

1. 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.

1. 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.

1. Sales Support:

• Assist in the execution of sales campaigns, including promotions and offers.
• Track client interactions, sales activities, and report progress regularly.

1. 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.

1. 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.).