Telecalling Executive

Role Overview

The primary responsibility of this role is simple:

Call the provided leads Speak with the prospect Create interest Schedule a meeting with the RM/Advisor.

This is not a product-selling or closing role. You will not be expected to sell financial products or provide financial advice over the phone.

Key Responsibilities

• Make outbound calls to leads provided by BlissMoney.
• Introduce BlissMoney and briefly explain the purpose of the call.
• Speak with prospects and understand their initial interest or requirement.
• Generate interest in having a conversation with a BlissMoney RM/Advisor.
• Schedule meetings for qualified/interested prospects.
• Follow up with prospects who request a callback or need additional time.
• Confirm scheduled meetings and ensure the prospect is aware of the meeting details.
• Maintain accurate updates on every lead in the assigned tracker/CRM.
• Record call outcomes, follow-up dates, meeting status, and relevant notes.
• Coordinate with RMs/Advisors regarding scheduled meetings.
• Work towards daily and weekly meeting-generation targets.

What You Will NOT Be Required to Do

• Sell financial products over the phone.
• Give investment advice.
• Prepare financial plans.
• Close clients.
• Handle portfolio management.
• Convince prospects to invest during the call.

Your job is to create the opportunity and schedule the meeting. The RM/Advisor takes the conversation forward.Role & responsibilities