Urgent opening for Telecaller with welath managment company Seguro
Description
Job Responsibilities Conduct outbound calls to prospective clients to introduce wealth management services and generate leads.Qualify potential clients by assessing their financial needs and investment goals through effective questioning techniques.Maintain detailed records of client interactions and update the CRM system to ensure accurate tracking of leads.Collaborate with financial advisors to arrange follow-up meetings and facilitate a smooth transition for potential clients.Stay informed about market trends and financial products to provide knowledgeable responses to client inquiries.Deliver exceptional customer service by addressing client questions and concerns promptly and professionally.Utilize persuasive communication skills to build rapport with clients and encourage them to engage in wealth management services.Desired Candidate Profile Strong verbal and written communication skills in English are mandatory; knowledge of additional languages is an advantage.A results-oriented mindset with a proven track record of meeting or exceeding sales targets will set candidates apart.Demonstrated ability to work independently and as part of a team to achieve common goals in a fast-paced environment. #J-18808-Ljbffr
Posted: 13th June 2025 8.55 am
Application Deadline: N/A
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