Customer Relationship Executive - Outbound

Responsibilities:

• Make outbound calls to customers to explain Mutual Fund offerings under the Wealth portfolio.
• Understand customer investment goals and align suitable Mutual Fund products accordingly.
• Build and maintain strong customer relationships through professional communication.
• Deliver high-quality sales pitches and handle customer objections effectively.
• Maintain accurate CRM documentation and follow-up records.
• Meet sales, productivity, and call quality targets consistently.
• Ensure adherence to compliance, regulatory norms, and audit requirements.

Requirements:

• Graduate in any discipline.
• 6 months - 1 year of experience in an outbound calling or sales process is mandatory.
• Excellent English communication skills.
• Strong verbal communication and persuasion skills.
• Ability to drive sales through advisory-based conversations.
• Good understanding of Wealth / Mutual Fund processes is preferred.
• Ability to handle customer objections confidently.
• Target-driven, self-motivated, and disciplined.
• Basic computer proficiency for CRM and documentation.