telecalling executive

Huzayl Investment; Kolkata District; On-site; INR 167,000 - 223,000; Full time

Job summary

Huzayl Investment in Kolkata invites a Telecalling Executive to join our on-site team. You will engage with clients by phone, share information on our investment services, and schedule follow-ups while maintaining detailed call records.

You will work with sales and investment teams, following scripts to ensure courteous, compliant interactions. The role emphasizes attendance, target achievement, and respectful service, with opportunities to grow in a structured financial services environment in

Qualifications

• Strong verbal communication and listening skills with telephone etiquette.
• Baseline understanding of financial services or willingness to learn investment terminology.
• Ability to follow scripts and processes while adapting style to client profiles.
• Comfort using computers, CRM or calling software, and maintaining call logs.
• Strong time-management and organizational skills with target focus.
• Problem-solving attitude with courteous, respectful service.
• Prior telecalling, customer service or sales support is advantageous.
• Minimum high school diploma; higher qualification in business/commerce is a plus.

Responsibilities

• Engage with existing and potential clients over the phone to share information about investment services.
• Respond to inquiries, schedule follow-up calls or meetings, and maintain call records.
• Update client information in internal systems and adhere to defined scripts and guidelines.
• Coordinate with sales and investment teams and provide feedback from calls.
• Meet call targets and uphold company policies with consistent attendance.

Skills

Verbal communication

Financial services knowledge

Script following

Time management

Problem solving

Customer service

Sales support

Education

High school diploma

Business/commerce qualification (plus)

Tools

CRM software

Calling software

Job description

Company Description

Huzayl Investment is an investment management company headquartered in Kolkata West Bengal, India. The organization focuses on managing and growing client investments with a commitment to responsible financial practices. Team members collaborate to deliver tailored investment solutions and build long-term client relationships. The company values professionalism, integrity, and clear communication in all client interactions, making it a structured environment for individuals who want to grow in the financial services sector.

Role Description

This is a full-time, on-site Telecalling Executive role based in Kolkata. The Telecalling Executive will engage with existing and potential clients over the phone to share information about investment services, respond to inquiries, and schedule follow-up calls or meetings. Responsibilities include maintaining call records, updating client information in internal systems, and following defined scripts and guidelines while ensuring courteous and professional communication. The role also involves coordinating with the sales and investment teams, gathering basic client requirements, and providing feedback from calls to support business development activities. Consistent attendance, adherence to targets, and respect for company policies are expected.

Qualifications

• Strong verbal communication and listening skills, with clear and professional telephone etiquette.
• Basic understanding of financial services or willingness to learn about investment products and terminology.
• Ability to follow scripts and processes while adapting communication style to different client profiles.
• Comfort with using computers, CRM or calling software, and maintaining accurate call logs.
• Strong time-management, organizational skills, and the ability to meet call and performance targets.
• Problem-solving attitude with a focus on providing helpful, respectful, and non-discriminatory service.
• Prior experience in telecalling, customer service, or sales support is an advantage.
• Minimum high school diploma; a higher educational qualification in business, commerce, or related fields is a plus.