Caller

About the Role

GANATRA ADVISORY is seeking a full-time, on-site Caller based in Mumbai. This role involves contacting prospective and existing clients to explain services and record key details.

Key Responsibilities

• Making outbound and receiving inbound calls.
• Answering client queries and providing basic information.
• Scheduling appointments or follow-ups.
• Maintaining accurate call logs.
• Updating client records.
• Escalating complex issues to senior team members.
• Supporting client engagement with the advisory team.

Requirements & Tech Stack

• Verbal communication and active listening skills.
• Ability to speak clearly and confidently over the phone.
• Fundamental customer service skills (patience, empathy, professional telephone manner).
• Basic data entry and documentation skills with attention to detail.
• Time management and organizational skills.
• Comfort with using office software and telecalling tools.

Qualifications

• High school diploma or equivalent.
• Prior experience in telecalling, customer support, or a similar role is an advantage.
• Fluency in English and local languages is beneficial.
• Ability to learn about financial or advisory services is beneficial.