Financial Services Telecaller
This is an open vacancy with one of our clients.
- Experience
- 0–3 years
- Where
- Delhi NCR, Jaipur, Lucknow, Mumbai
- Salary
- ₹2,40,000–₹5,50,000 per year, + incentives where applicable
- Work mode
- On-site, Hybrid
- Employment type
- Full-time
- Qualifications
- Graduate in any discipline; commerce, finance, banking or customer-service exposure preferred
To apply you need a CV on file.
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About the role
One of our prestigious clients is hiring a Financial Services Telecaller to connect with customers by phone about financial products and services. You will make and take calls, explain offerings clearly, capture interest and follow up until customers are ready to proceed. Done well, these calls are often the first impression a customer forms of the business.
What you'll do
- Make outbound calls to leads and existing customers to introduce relevant financial products.
- Handle inbound calls, answering questions on features, eligibility and the documents required.
- Note each conversation accurately in the call log, including interest level and agreed next step.
- Schedule follow-up calls and keep every promise you make about a callback.
- Pass interested customers to the field or branch team with complete details for the next stage.
- Help customers gather and send their documents, and confirm receipt so nothing stalls.
What you'll bring
- 0–3 years of experience in telecalling, telesales or phone-based customer service; freshers are welcome.
- A graduate degree in any discipline, along with clear and confident spoken communication.
- A pleasant, patient phone manner that stays polite even when a call is declined.
- Good listening skills that help you pick up on a customer's real question.
- The discipline to keep accurate records across a high volume of calls.
Good to have
- Exposure to commerce, finance, banking or customer service in study or work.
- Familiarity with the basics of loans, cards or insurance products offered to retail customers.
- Prior telesales experience in the banking or financial services sector.