Job Title: Telecaller / Inside Sales Executive - Wealth ManagementIndustry: Financial Services / Wealth Management / Mutual Funds / EquitiesEmployment Type: Full-time (On-site / Hybrid)Role OverviewThe Telecaller will reach out to potential high-net-worth and retail investors to introduce wealth management services (Mutual Funds, Portfolio Management Services (PMS), Fixed Deposits, Bonds, and Insurance), qualify leads, and schedule appointments for Wealth Managers and Financial Advisors.Key ResponsibilitiesOutbound Calling & Lead Qualification: Connect with prospective clients from company databases to introduce investment advisory services.Appointment Scheduling: Identify client investment needs and set up in-person or virtual meetings for Wealth Managers.Product Briefing: Explain basic features of financial products (Mutual Funds, SIPs, Demat accounts, PMS, Bonds) clearly and persuasively.Follow-ups & Nurturing: Maintain regular contact with warm prospects and handle client inquiries regarding services.CRM & Record Maintenance: Log call details, client feedback, follow-up dates, and lead status accurately in the CRM/Excel sheet.Target Achievement: Meet daily call volume targets (e.g., 80-120 calls/day) and monthly qualified meeting quotas.Candidate RequirementsEducation: Graduate in Commerce, Finance, Business Administration (B.Com, BBA), or related fields (12th pass with relevant experience also considered).Experience: 0-2 years of telecalling/telesales experience, preferably in banking, financial services (BFSI), insurance, or stockbroking. Freshers with strong communication and financial interest are welcome.Skills:Clear spoken communication, professional telephone etiquette, and active listening.Working knowledge of local and regional languages along with English/Hindi.Basic understanding of financial terms (SIP, NAV, Equities, ROI).Basic proficiency with MS Excel and CRM software.Compensation & PerksFixed .Incentives: Performance-based monthly/quarterly sales incentives upon successful client conversions.Career Path: Fast-track progression into Relationship Manager (RM), Assistant Wealth Manager, or Business Development roles.