Telecalling Executive

Role & responsibilities

We are looking for a proactive and target-oriented Telecalling Executive to drive customer acquisition for Demat and Trading account opening. The candidate will be responsible for making outbound calls to prospective customers, explaining the benefits of opening a Demat account, generating leads, and converting prospects into successfully activated accounts.

The role requires strong communication skills, a customer-centric approach, and the ability to achieve daily, weekly, and monthly acquisition targets.

Key Responsibilities

• Make outbound calls to prospective customers and generate interest in opening Demat and Trading accounts.
• Explain the features, benefits, and account opening process of Demat and Trading accounts.
• Generate leads, follow up with interested prospects, and convert leads into successful account openings.
• Guide customers through the online account opening process, including form filling, KYC documentation, and verification requirements.
• Follow up with customers to ensure completion of pending documentation and account activation.
• Maintain accurate records of calls, leads, follow-ups, and conversions in the CRM system.
• Achieve daily calling targets and monthly account acquisition goals.
• Handle customer queries and objections professionally.
• Coordinate with internal teams to ensure smooth account opening and activation.
• Ensure compliance with company policies and applicable regulatory guidelines during customer acquisition.

Preferred candidate profile

• 12th pass / Graduate in any discipline.
• 03 years of experience in telecalling, telesales, customer acquisition, or inside sales.
• Experience in the stock broking, banking, financial services, or fintech industry will be an advantage.
• Excellent verbal communication and convincing skills.
• Ability to handle customer objections and convert leads into customers.
• Basic knowledge of Demat accounts, Trading accounts, and the stock market is preferred.
• Comfortable making high-volume outbound calls and working with sales targets.
• Basic computer knowledge and familiarity with CRM systems.