Looking For Telesales Executive

We are looking for motivated and customer-focused Investment Coaches to join our Bangalore team. This role involves engaging with customers over calls, understanding their financial needs, and providing personalized investment guidance-primarily in mutual funds. The position is target-driven and operates within a structured, professional environment that supports continuous learning and career growth.

Key Responsibilities

• Achieve daily productivity targets, including 200 outbound calls and 3 hours of talk time.

• Effectively plan and utilize the workday to engage and educate customers through telephonic conversations.

• Educate customers on investment products, with a primary focus on mutual funds and achieve daily and monthly targets through these conversations.

• Recommend suitable investment solutions aligned with customers’ financial goals and risk profiles.

• Meet defined sales, redemption calling, and daily ticket-closing targets.

• Build and maintain long-term customer relationships through high-quality service and consistent follow-ups.

• Adhere to organizational processes, compliance requirements, and performance KPIs.

Qualifications

Education

• Graduate or Postgraduate in Finance, Business Administration, Economics, Commerce, or a related discipline.

Experience

• 6 months to 3 years of experience in telesales or inside sales, preferably within the financial services domain.

• Prior experience or knowledge of mutual funds is an added advantage.

• Freshers with strong communication skills and a keen interest in finance may also apply.

Location Preference

• Candidates must be willing to work from Bellandur / HSR Layout, Bangalore or relocate as required.

Required Skills

• Excellent verbal communication skills in English and Hindi (neutral accent preferred).

• Basic understanding of financial products and risk management concepts.

• Strong customer-centric mindset with effective problem-solving abilities.

• Ability to perform consistently in a target-driven and structured work environment.

Preferred Qualifications

• NISM Series V-A certification (preferred; candidates without certification should be willing to obtain it.

• Proven experience in selling financial products such as mutual funds or insurance.

Work Environment & Structure

• Fixed day-shift timings to ensure better work-life balance.

• 6 days working with 1 rotational weekly off.

• Structured work schedule with clearly defined productivity benchmarks and KPIs.

• Role is completely office-based with no fieldwork involved.

• Experience

  1 - 3 Years

• No. of Openings

  10

• Education

  Graduate

• Role

  Telesales Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Anna Salai,Chennai