Senior Telesales Executive

Talentmate

Sales and Client Acquisition

• Make outbound calls to potential clients using leads, databases, or cold calling.

• Present and pitch investment products such as stocks, bonds, mutual funds, or portfolios.

• Convert leads into clients through persuasive communication and product knowledge.

Client Relationship Management

• Build and maintain strong, long-term client relationships over the phone.

• Follow up regularly with existing clients to provide updates and cross-sell services.

• Address client queries and concerns professionally and promptly.

Trading and Investment Advisory

• Provide investment advice within compliance guidelines and based on client profiles.

• Assist clients in executing trades via brokerage systems.

• Monitor markets and keep clients informed about relevant opportunities or risks.

Market Research and Reporting

• Stay updated on financial news, stock performance, and market trends.

• Conduct basic technical and fundamental analysis to inform recommendations.

• Maintain records of calls, transactions, and customer interactions using CRM tools.

Regulatory and Compliance Adherence

• Ensure all sales practices comply with relevant financial regulations and company policies.

• Maintain appropriate licenses and certifications.

• Handle documentation and reporting for audits or internal compliance.