Company Description Bestow Wealth Advisors is a respected advisory association based in the NCR region, supporting customers since 2009 across diverse investment segments. The firm provides guidance in equity, mutual funds, insurance, alternative investment funds (AIF), structured investment funds (SIF), and real estate. Bestow focuses on understanding individual financial goals and aligns investment strategies to meet those requirements. The organization emphasizes long-term relationships, transparent advice, and customer-centric solutions, making it a reliable partner for wealth management. Team members join a professional environment committed to ethical practices and client satisfaction.
Role Description The Tele Caller role at Bestow Wealth Advisors is a full-time, on-site position based in Noida. The Tele Caller will make outbound and receive inbound calls to connect with prospective and existing clients, share information about investment products and services, and schedule meetings or appointments with advisors. Daily responsibilities include updating client records, maintaining call logs, following up on leads, and ensuring timely responses to client queries. The role also involves explaining basic features of offerings such as equity, mutual funds, insurance, and other investment options in a clear, customer-friendly manner. Tele Callers work closely with the advisory team to support sales and service activities while adhering to compliance and quality standards.
Qualifications
- Candidates should possess strong verbal communication, active listening, and interpersonal skills suitable for frequent client interactions.
- Candidates should possess customer service, relationship-building, and basic negotiation skills to handle inquiries and convert leads.
- Candidates should possess basic knowledge or willingness to learn about financial products such as equity, mutual funds, insurance, and real estate.
- Candidates should possess organizational skills, including accurate data entry, record-keeping, and time management.
- Relevant experience in telesales, call center operations, or financial services support is beneficial.
- A minimum of a high school diploma; a bachelor’s degree in commerce, finance, business, or a related field is an advantage.
- Comfort working in an on-site office environment in Noida and collaborating with cross-functional teams.
- Proficiency in English and Hindi; knowledge of additional regional languages is a plus.