Tellecaller Executive

Job Description

Choice Wealth is a leading wealth management platform offering a wide range of investment products including Mutual Funds, PMS, AIFs, Fixed Income Securities, Bonds, and more. With a vision to democratize wealth creation, we aim to empower every Indian with smart financial choices. Key Responsibilities: Make outbound calls to prospective and existing HNI & Ultra-HNI clients. Explain and promote financial products such as Mutual Funds, SIPs, PMS, and AIFs. Understand clients investment needs and provide appropriate solutions. Schedule meetings and follow-ups for Relationship Managers and Investment Advisors. Maintain accurate records of client interactions and update CRM systems regularly. Build strong rapport with clients to encourage long-term engagement and investment.

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