Telecaller

About the Role

The Telecaller role at Sampada Ventures LLP is a full-time, on-site position based in Delhi, India. This role involves making outbound and receiving inbound calls to explain mutual fund and SIP offerings, respond to queries, and guide potential and existing clients through basic investment information.

Key Responsibilities

• Make outbound and receive inbound calls.
• Explain mutual fund and SIP offerings.
• Respond to client queries.
• Guide potential and existing clients through basic investment information.
• Maintain call logs.
• Update customer records.
• Schedule appointments for financial advisors.
• Follow up with leads.
• Support client onboarding.
• Provide courteous service.
• Adhere to compliance and company call scripts.
• Meet call and conversion targets.
• Maintain a professional and respectful tone with all clients.

Requirements & Tech Stack

• Basic computer literacy, including familiarity with calling software, CRM tools, and email communication.

Qualifications

• Strong verbal communication skills.
• Clear articulation.
• Active listening abilities.
• Customer service and client relationship skills.
• Problem-solving abilities.
• Polite and patient demeanor.
• Basic sales and telemarketing skills, including lead generation, persuasion, and follow-up discipline.
• Organizational skills, including accurate record-keeping, time management, and attention to detail.
• Ability to understand and explain simple financial concepts related to mutual funds and SIPs.
• Prior experience in finance or BFSI is an advantage.
• Minimum high school diploma.
• A bachelor’s degree in commerce, finance, business, or a related field is preferred.
• Comfort working in an on-site, target-driven environment in Delhi, India.
• Ability to collaborate in a team setting.