Tele Sales Executive

Dhariwal Securities Private Limited; Mumbai Suburban, Mumbai; On-site; INR 180,000 - 240,000; Full time

Job summary

Dhariwal Securities Private Ltd. in Mumbai is seeking a Telecalling Executive to connect with customers and generate qualified leads for mutual funds, insurance, loans and other financial products.

Freshers and experienced candidates are welcome, with training provided on product information and CRM usage. The role emphasizes outbound calling, need-based qualification, and coordination with the Sales/Relationship Management teams to ensure smooth handoffs and timely follow-ups.

Qualifications

• 12th pass or graduate; graduates preferred.
• Freshers can apply; experience in telecalling, telesales, banking, insurance, financial services, real estate or customer service is an advantage.
• Good verbal communication skills in Hindi, English and Marathi preferred.
• Basic understanding of financial products or willingness to learn.

Responsibilities

• Make outbound calls to prospective and existing customers using company-provided leads and other approved sources.
• Introduce Dhariwal Securities and its financial products and services in a clear and professional manner.
• Provide basic information about Mutual Funds, SIPs, Home Loans, Balance Transfer, Insurance and other approved financial products.
• Understand customer requirements such as investment interest, loan requirements, property/loan details and other relevant needs.
• Answer basic product-related queries using approved company information, without providing personalised investment recommendations.
• Identify and qualify interested prospects based on their requirements and level of interest.
• Schedule meetings/calls between qualified prospects and the Sales Executive or Relationship Manager.
• Follow up with interested prospects, callbacks and pending leads to improve conversion.
• Coordinate with the Sales, Relationship Management and Loan Processing teams for smooth lead handover and further processing.
• Maintain accurate records of calls, customer requirements, lead status, follow-ups and conversions in CRM/Excel or other company systems.
• Achieve assigned daily/weekly calling, qualified-lead and successful-connection targets.
• Maintain professional communication and represent the company positively in every customer interaction.

Skills

Outbound calling

Communication skills

Listening & follow-up

Lead qualification

Education

12th pass or Graduate

Graduate preferred

Tools

CRM systems

Excel

Job description

Job Description Telecalling Executive

Company: Dhariwal Securities Private Ltd.
Department: Sales & Business Development
Location: Mumbai
Employment Type: Full-Time
Experience: Freshers & Experienced Candidates Welcome

Role Overview

We are looking for an enthusiastic and confident Telecalling Executive to connect with prospective and existing customers and generate qualified leads for the company's Mutual Funds, Insurance, Loans and other financial products. The role involves understanding customer requirements, providing basic product information, following up with prospects and coordinating with the Sales/Relationship Management team.

Key Responsibilities

• Make outbound calls to prospective and existing customers using company-provided leads and other approved sources.
• Introduce Dhariwal Securities and its financial products and services in a clear and professional manner.
• Provide basic information about Mutual Funds, SIPs, Home Loans, Balance Transfer, Insurance and other approved financial products.
• Understand customer requirements such as investment interest, loan requirements, property/loan details and other relevant needs.
• Answer basic product-related queries using approved company information, without providing personalised investment recommendations.
• Identify and qualify interested prospects based on their requirements and level of interest.
• Schedule meetings/calls between qualified prospects and the Sales Executive or Relationship Manager.
• Follow up with interested prospects, callbacks and pending leads to improve conversion.
• Coordinate with the Sales, Relationship Management and Loan Processing teams for smooth lead handover and further processing.
• Maintain accurate records of calls, customer requirements, lead status, follow-ups and conversions in CRM/Excel or other company systems.
• Achieve assigned daily/weekly calling, qualified-lead and successful-connection targets.
• Maintain professional communication and represent the company positively in every customer interaction.

Required Skills & Qualifications

• 12th pass or Graduate; graduates preferred.
• Freshers can apply; experience in telecalling, telesales, banking, insurance, financial services, real estate or customer service is an advantage.
• Good verbal communication skills in Hindi, English and Marathi preferred.
• Good telephone etiquette, confidence and convincing ability.
• Basic understanding of financial products or willingness to learn.
• Strong active listening, follow-up and lead-conversion skills.
• Comfortable making a high volume of outbound calls.
• Basic computer knowledge, including Excel, email and CRM systems.

Compensation

Fixed salary plus performance-based incentives as per company policy.