Job Description
# TELECALLER EXECUTIVE – SALES SUPPORT
**Company:** Doctor Wealth Financial Services Pvt. Ltd.
**Location:** Kottayam | Thiruvalla | Alappuzha
**Department:** Sales & Customer Support
**Employment:** Full-Time
### About the Role
Doctor Wealth is looking for a **Telecaller Executive** to support our Sales & Wealth Management team.
The candidate will be responsible for **calling prospective clients, generating and qualifying leads, following up with prospects, scheduling client appointments and supporting the sales team in converting leads into business opportunities.**
### Key Responsibilities
* Make outbound calls to prospective and existing clients.
* Generate leads through telephone calls and follow-up activities.
* Explain Doctor Wealth's services and financial products in a simple and professional manner.
* Identify customer requirements and qualify potential leads.
* Schedule appointments for Relationship Managers / Sales Officers.
* Follow up regularly with interested prospects.
* Maintain proper records of calls, leads, follow-ups and appointments in the CRM.
* Coordinate with the Sales and Customer Service teams.
* Follow up on pending documentation and account-opening requirements.
* Make client follow-up calls regarding SIPs, investments, insurance and other financial services.
* Support customer engagement and relationship-building activities.
* Participate in campaign-based calling, investor-awareness programmes and promotional activities.
* Achieve daily and monthly calling, lead-generation and appointment targets.
### Candidate Profile
**Education**
* Minimum Plus Two / Graduate.
* Graduation preferred.
**Experience**
* 0–2 years in Telecalling / Customer Service / Sales / Banking / Insurance / Financial Services preferred.
* Freshers with good communication skills can apply.
### Skills Required
* Excellent **Malayalam communication skills**
* Good **English communication skills**
* Hindi is an advantage
* Pleasant and confident telephone manner
* Good listening and communication skills
* Ability to handle customer queries professionally
* Strong follow-up ability
* Basic computer knowledge
* MS Excel / Word knowledge preferred
* CRM knowledge is an advantage
* Target-oriented and disciplined approach
### Key Performance Indicators – KPI
* Daily Outbound Calls
* Qualified Leads Generated
* Client Appointments Scheduled
* Lead Conversion
* Follow-up Completion
* Sales Team Support
* CRM Data Accuracy
* Customer Engagement
### Preferred Candidate
Candidates with experience in:
* Mutual Funds
* Insurance
* Banking
* Stock Broking
* Financial Services
* Real Estate
* Telecalling / Inside Sales
* Customer Relationship Management
will have an advantage.
### What We Offer
* Fixed Salary + Performance Incentives
* Product & Sales Training
* Career Growth Opportunities
* Professional Working Environment
* Opportunity to build a career in Wealth Management & Financial Services
### Ideal Candidate
**Good Communicator | Confident | Positive Attitude | Target-Oriented | Customer-Friendly | Good Follow-Up Skills | Willing to Learn**
### Job Locations
???? **Kottayam**
???? **Thiruvalla**
???? **Alappuzha**
**Join Doctor Wealth and build your career in Wealth Management.**