Telesales Specialist

Company Description A A INVESTMENT SERVICES is a financial services organization focused on providing investment solutions and support to a diverse client base. The company offers products and services designed to help individuals and businesses manage and grow their financial assets. Team members collaborate closely with clients to understand their needs and provide suitable recommendations. The environment emphasizes professionalism, client satisfaction, and ethical standards in all interactions.
Role Description The Telesales Specialist will work full time on-site in Mumbai, engaging with prospective and existing clients over the phone to promote and explain the company’s investment products and services. Daily responsibilities include making outbound calls, responding to inbound inquiries, presenting offerings clearly, and following up with leads to close sales. The role involves maintaining accurate records of interactions in the CRM system, meeting individual and team sales targets, and providing courteous customer support before and after sales. The Telesales Specialist will coordinate with internal teams to resolve client issues, participate in product and sales training, and contribute feedback to improve scripts and processes.
Qualifications
Strong Customer Service and Customer Support skills, with the ability to handle queries and concerns professionally.
Excellent Communication skills, including clear spoken English and local languages as applicable.
Proven Sales experience or demonstrated sales aptitude in telesales or related roles.
Ability to participate in and benefit from Training, and to apply learning effectively on calls.
Comfort working with phones, CRM tools, and basic computer applications.
Goal-oriented mindset with the ability to work under targets and manage time efficiently.
Prior experience in financial services or telesales is an advantage but not mandatory.
Minimum high school diploma; a degree in business, finance, or a related field is beneficial.

Work arrangement
No