About the role
Responsibilities:
- Make outbound calls to customers to explain Mutual Fund offerings under the Wealth portfolio.
- Understand customer investment goals and align suitable Mutual Fund products accordingly.
- Build and maintain strong customer relationships through professional communication.
- Deliver high-quality sales pitches and handle customer objections effectively.
- Maintain accurate CRM documentation and follow-up records.
- Meet sales, productivity, and call quality targets consistently.
- Ensure adherence to compliance, regulatory norms, and audit requirements.
Requirements:
- Graduate in any discipline.
- 6 months - 1 year of experience in an outbound calling or sales process is mandatory.
- Excellent English communication skills.
- Strong verbal communication and persuasion skills.
- Ability to drive sales through advisory-based conversations.
- Good understanding of Wealth / Mutual Fund processes is preferred.
- Ability to handle customer objections confidently.
- Target-driven, self-motivated, and disciplined.
- Basic computer proficiency for CRM and documentation.