Telecaller

SP Wealth Associates is looking for an experienced, confident and articulate female Telecaller / Lead Generation Executive to join our team in Thane.

The candidate will be responsible for making outbound calls to prospective clients, generating qualified leads, following up with prospects and scheduling appointments for the investment team.

Key Responsibilities

• Make outbound calls to prospective clients and generate qualified leads.
• Introduce SP Wealth Associates and communicate the company's services professionally.
• Engage prospective clients, understand their initial requirements and assess their interest in investment-related services.
• Generate leads and convert conversations into qualified prospects and appointments.
• Conduct regular follow-ups with prospective clients and maintain consistent communication.
• Schedule appointments and meetings for the investment team.
• Maintain an updated database of prospects, call records and follow-up activities.
• Meet agreed targets for outbound calls, qualified leads and appointments.
• Maintain a professional, courteous and client-focused approach during every interaction.