Telecaller

Bandhu4U Financial Services Private Limited

0 to 3+ Years

15000 - 30000 Monthly

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Posted: 13 Jul 26

Job Description

Job description:

We are seeking a high-performing Telecaller to drive client acquisition and build strong relationships for our wealth management firm. You will engage high-net-worth individuals (HNIs) and retail clients, introducing them to our premium financial consulting services, investment products, and portfolio management solutions.

Key Responsibilities

Lead Generation: Conduct outbound calls to cold and warm leads to identify high-net-worth individuals (HNIs) seeking investment advice.
Prompt Follow-Up: Maintain a strict, disciplined follow-up schedule with prospective clients to build trust and advance them through the sales funnel.
Client Profiling: Assess prospective clients' financial goals, current portfolios, and risk appetites to qualify leads accurately.
Appointment Setting: Secure and schedule high-value introductory meetings for senior wealth advisors and portfolio managers.
CRM Tracking: Log all call details, lead statuses, and scheduled follow-up dates meticulously into the CRM software.
Team Mentorship: Guide new joinees on pitching techniques, objection handling, and financial product knowledge.

Requirements & Qualifications

Experience: Relevant industry experience will be preferred.
Education: Should be from commerce background like Finance, Business Administration, Marketing, or a related field.
Skills: Exceptional verbal communication, active listening, and persuasive negotiation skills.
Attributes: Target-driven mindset, high emotional intelligence, and resilience in handling rejection.

What We Offer

Competitive base salary with an uncapped, lucrative incentive structure.
Comprehensive training on advanced financial products and market trends.
Clear career progression paths into wealth advisory and team management roles.

More information about this Telecaller Job

Please go through the below FAQs to get all answers related to the given Telecaller job

What are the job requirements to apply for this Telecaller job position?
- Ans: A candidate must have a minimum of 0 to 3+ year experience as an Telecaller

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: LLM, B.Arch, Diploma, Certificate Course (ITI), M Phil / Ph.D, B.Com, B.Pharm, BA, M.Arch, M.Com, M.Pharm, MA, BBA/BBM, BCA, BDS, BE/B.Tech, MBA/PGDM, BEd, BHM, BSc, MCA, MD, MDS, ME/M.Tech, BVSc, CA, CS, ICWA, LLB, MBBS, MEd, MHM, MS, MSc, MSW, PG Diploma, B.Design, B.FashionTech, BFA, Vocational Training, 12th Pass (HSE), 10th Pass (SSC), Upto 9th Std, No Education/Schooling, BAMS, BHMS, MVSc, B.P.Ed, MPEd, B.F.Sc(Fisheries), M.F.Sc(Fisheries), BSW, BACHELOR OF MUSIC, BBS, BFA, Ayurveda PG, BLT, BNYS, BPT, BUMS, DA, DFM (FORENSIC), DM, DOMS (OPTHOLMOLOGY), Master of Public Health, MHA(HEALTH), MPT, ANM, B PEd, B Plan, B Voc, BCJ, BHA, BBT, BLS, BNg, BPA, BPH, BTA, BTH, BTTM, BVA, BVSc and AH, D Ed, D Pharma, M PED, M Pharma, MBE, MBS, Master in Marketing, Master of International Business, MCJ, MFA, MFM, MHM, MIT, MLT, MMS, MPA, MPH, MPHA, MPHW, MPVA, MRM, MRMLV, BFT, MFT, BMS, Other Graduate, Other Post Graduate, Other Course
What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
This Telecaller is a work from home job?
- Ans: No ,its not a Work from Home Job.
How many job vacancies are opening for the Telecaller position?
- Ans: There are immediate 1 job openings for Telecaller in our Organisation.

Job Particulars

Role bpo telecaller

Education LLM, B.Arch, Certificate Course (ITI), Diploma, M Phil / Ph.D, B.Com, B.Pharm, BA, M.Arch, M.Com, M.Pharm, MA, BBA/BBM, BCA, BDS, BE/B.Tech, MBA/PGDM, BEd, BHM, BSc, MCA, MD, MDS, ME/M.Tech, BVSc, CA, CS, ICWA, LLB, MBBS, MEd, MHM, MS, MSc, MSW, PG Diploma, 10th Pass (SSC), 12th Pass (HSE), No Education/Schooling, Upto 9th Std, Vocational Training, B.Design, B.FashionTech, BFA, BAMS, BHMS, MVSc, B.P.Ed, MPEd, B.F.Sc(Fisheries), M.F.Sc(Fisheries), BSW, BACHELOR OF MUSIC, BBS, BFA, Ayurveda PG, BLT, BNYS, BPT, BUMS, DA, DFM (FORENSIC), DM, DOMS (OPTHOLMOLOGY), Master of Public Health, MHA(HEALTH), MPT, ANM, B PEd, B Plan, B Voc, BCJ, BHA, BBT, BLS, BNg, BPA, BPH, BTA, BTH, BTTM, BVA, BVSc and AH, D Ed, D Pharma, M PED, M Pharma, MBE, MBS, Master in Marketing, Master of International Business, MCJ, MFA, MFM, MHM, MIT, MLT, MMS, MPA, MPH, MPHA, MPHW, MPVA, MRM, MRMLV, BFT, MFT, BMS, Other Graduate, Other Post Graduate, Other Course

Who can apply Freshers and Experienced (0 to 3+ Years )

Hiring Process Face to Face Interview, Telephonic Interview

Employment TypeFull Time

Job Id2923930

Job Category MBA , Diploma , BPO , BSc/BCA/BBM , Female

SkillsSales Cold Calling Marketing Outbound Sales

Locality Address Mayur Vihar

State Delhi

Country India

About Company

andhu4U is a premier financial planning and wealth advisory firm based in East Delhi, India. Withover 24 years of industry expertise, we empower clients through data-driven investmentstrategies, stock market trading as an authorized Angel One Partner, and comprehensiveinsurance consulting. Our portfolio spans mutual funds, equity markets, SIFs, PMSs, AIFs life and health insurance,and cutting-edge P2P lending solutions. At Bandhu4U, we bridge the gap between financial goalsand wealth creation. We foster a collaborative, growth-oriented environment where professionalscan thrive, innovate, and deliver exceptional value to a diverse and expanding clientele.

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