Caller

About the Role

The Caller role at Optimus 11 is a full-time, on-site position based in Gurgaon. The Caller will connect with prospective and existing clients over phone calls to explain financial solutions, gather required information, and schedule consultations with financial advisors.

Key Responsibilities

• Make outbound calls.
• Handle inbound queries.
• Update client records in internal systems.
• Follow up on documentation and application status.
• Coordinate with internal teams to support fast-track processing.
• Ensure clear communication of processes.
• Maintain a professional, client-focused interaction.
• Meet call targets.
• Maintain service quality.
• Contribute to a positive client experience.

Qualifications

• Strong verbal communication, active listening, and interpersonal skills.
• Basic computer proficiency, including data entry and email communication.
• Skills in client relationship management, follow-up, and customer service.
• Organizational skills such as time management, attention to detail, and ability to handle multiple calls and tasks.
• Ability to work on-site in Gurgaon.
• Ability to adhere to schedules and meet performance targets.
• Comfort with learning basic financial concepts and explaining them clearly to clients.
• A minimum of a high school diploma.
• A degree in business, finance, or a related field is an advantage.
• Prior experience in telesales, call center operations, or financial services support is preferred.