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Tele Sales Executive- WORLI, Mumbai @ Leading Broking Firm

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 Tele Sales Executive- WORLI, Mumbai

Job Description

Key Responsibilities

  • Make outbound calls to potential clients holding physical share certificates
  • Explain the physical-to-demat conversion process and its benefits
  • Generate and qualify leads for the sales and operations teams
  • Handle client queries related to documentation, KYC, timelines, and process
  • Follow up with clients to ensure timely completion of demat conversion
  • Maintain accurate call logs and client data in CRM/Excel
  • Coordinate with operations team for smooth processing of requests

Key Skills Required

  • Telecalling / Telesales experience (BFSI preferred)
  • Basic knowledge of Demat accounts and securities
  • Strong communication and persuasion skills
  • Client handling and follow-up abilities

Understanding of KYC and documentation

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: Other
Role Category: Other
Role: Other
Employement Type: Full time

Contact Details:

Company: Leading Broking Firm
Location(s): Mumbai

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Keyskills:   Telesales Inbound Sales Financial Products Sales Bfsi Sales Mutual Funds Sales Inside Sales Outbound Calling Banking Products Demat Outbound Sales Telecalling Equity Sales Financial Services Sales

 Fraud Alert to job seekers!

₹ 1-4 Lacs P.A

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Leading Broking Firm

Well-diversified financial services company focused on wealth creation through knowledge.