Telecaller – Client Acquisition & Wealth Management

Job Description: Telecaller – Client Acquisition & Wealth Management

Company: AW Prime Wealth PVT LTD (Money Is Priority)

Location: Sector 125, Noida

Employment Type: Full-Time

Salary: Rs. 2.4 LPA – Rs. 2.8 LPA (Fixed) + High-Performance Incentives

Experience: Freshers & Early Professionals Welcome

Company Overview

Money Is Priority (AW Prime Wealth Pvt Ltd) is a high-growth financial services firm specializing in SIP planning, mutual fund investments, and wealth management advisory. We are dedicated to building India's most trusted platform for long-term wealth creation. With an energetic, performance-driven culture, we are inviting passionate, articulate individuals to join our growth team in Sector 125, Noida.

Key Responsibilities

Outbound Client Outreach: Conduct outbound calls to potential clients, warm leads, and prospects to introduce our mutual fund and SIP solutions.

Lead Qualification: Assess client interest, understand basic financial goals, and qualify potential leads for our Relationship Managers.

Pitching & Education: Clearly articulate the benefits of disciplined investing, SIPs, and wealth management in simple, persuasive terms.

Appointment Scheduling: Schedule quality follow-up meetings or phone consultations between interested prospects and the advisory team.

Database & CRM Management: Maintain accurate logs of calls, feedback, follow-up dates, and lead status in the CRM system.

Relationship Nurturing: Follow up regularly with tentative leads to build interest and build trust over time.

Requirements

Education: Graduate in any stream (Commerce/Finance background is a plus, but not mandatory).

Experience: Freshers with strong communication skills or 0–2 years of experience in telecalling, inside sales, or customer support.

Communication Skills: Excellent spoken Hindi and working knowledge of English, with a polite, convincing, and confident phone presence.

Financial Aptitude: Basic understanding of Mutual Funds, SIPs, or personal finance concepts (training will be provided).

Key Attributes: High energy, objection-handling capability, strong active listening, and a target-driven mindset.

Why Join Us?

Uncapped Incentives: High-performance bonus structure where your earnings grow directly with your conversion success.

Comprehensive Training: Extensive on-the-job training in financial products, phone etiquette, and objection-handling techniques.

Career Advancement: Clear performance-based growth path to transition into Relationship Manager or Financial Advisory roles.

Startup Culture: Dynamic, supportive, and fast-paced work environment.

Work Location: On-site – Sector 125, Noida

Working Days: Monday to Saturday