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Tellecaller Executive @ Choice International

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 Tellecaller Executive

Job Description

Choice Wealth is a leading wealth management platform offering a wide range of investment products including Mutual Funds, PMS, AIFs, Fixed Income Securities, Bonds, and more. With a vision to democratize wealth creation, we aim to empower every Indian with smart financial choices.

Key Responsibilities:

  • Make outbound calls to prospective and existing HNI & Ultra-HNI clients.
  • Explain and promote financial products such as Mutual Funds, SIPs, PMS, and AIFs.
  • Understand clients investment needs and provide appropriate solutions.
  • Schedule meetings and follow-ups for Relationship Managers and Investment Advisors.
  • Maintain accurate records of client interactions and update CRM systems regularly.
  • Build strong rapport with clients to encourage long-term engagement and investment.

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: Sales & Business Development
Role Category: BD / Pre Sales
Role: Business Development Executive (BDE)
Employement Type: Full time

Contact Details:

Company: Choice International
Location(s): Mumbai

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Keyskills:   Communication Skills Pressure Handling Spoken English Selling Skills Convincing Power

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₹ 1.5-3 Lacs P.A

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Choice International

Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation ...