Telecaller Executive (Front Office & Client Coordination)

Location: Mangalore NRI Money Clinic Office

Working Hours: 9:00 AM to 5:00 PM, Monday to Saturday

Experience Required: Minimum 3 years in a similar role

Salary: Based on experience + attractive performance incentives

We are looking for a dynamic Telecaller Executive who will act as a key link between our Relationship Managers and clients/prospects. The role involves client communication, appointment coordination, and front-office management at our Mangalore office.

This position is ideal for someone who enjoys interacting with people, has excellent communication skills, and wants to grow in the financial services industry with a fast-growing brand serving NRIs across the globe.

• Serve as the communication bridge between Relationship Managers and clients/prospective clients.
• Handle inbound and outbound calls schedule meetings, follow up with leads, and respond to client queries.
• Work on lead data generated through webinars, YouTube, WhatsApp, and walk-in inquiries.
• Proactively connect with potential clients to arrange Fact-Find sessions and review meetings for Relationship Managers.
• Maintain a professional and welcoming environment at the front office and ensure smooth client interactions.
• Coordinate with the marketing team to manage leads and update CRM records.
• Serve as the Licensing and PR Officer handling visitor management and public relations activities.
• Meet monthly targets for arranging qualified client meetings.

• Excellent fluency in English (spoken and written).
• Pleasant and confident phone presence with clear voice and positive tone.
• Proven persuasive and objection-handling skills.
• Strong sense of dependability, discipline, and client orientation.
• No hesitation in initiating conversations with new people.
• Minimum 3 years of experience in telecalling, telesales, or customer engagement roles.
• Should be willing to work full-time from our Mangalore office.

• Competitive salary (based on experience).
• Attractive performance-based incentives.
• A professional, growth-oriented environment in one of India's leading financial advisory firms for NRIs.
• Opportunity to learn and interact with experts in wealth management and financial planning.

Send your resume with a short note about your previous telecalling experience to [Confidential Information]