Key Responsibilities:*
* Make outbound calls to potential investors (HNIs, UHNIs, corporates etc) to introduce fixed income investment opportunities.
* Understand client requirements and briefly explain the product.
* Generate leads and schedule meetings for the Relationship Management / Sales Team.
* Maintain accurate records of conversations and client details in the CRM system.
* Assist in executing call campaigns and lead generation activities.
* Support the sales team with client coordination and basic documentation when needed.
*Key Requirements:*
* Proven experience in telecalling, telesales, or customer service, preferably in financial services or investment products.
* Basic understanding of bonds, debentures, and fixed income investments is a plus.
* Excellent verbal communication skills in English and Hindi (or relevant regional language).
* Confident, persuasive, and target-oriented.
* Ability to work with CRM tools and MS Office.
* Good interpersonal and listening skills.
* Self-motivated and result-driven.
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