Job description

Position: Telecaller cum Admin Executive

Company Name: FinOptions Institute of Financial Studies

Experience: 1+ Years 

Location: Sangam House, New Palasia, Indore

About Us

FinOptions Institute of Financial Studies is a leading finance training institute focused on CFA®, Financial Modeling, Investment Banking, Advanced Excel, and core finance skill development. We help students build practical industry skills through career-oriented training programs and placement-focused learning..

Key Responsibilities
Telecalling
• Make outbound calls to prospective and existing customers.
• Follow up on leads and schedule appointments.
• Handle customer inquiries professionally and provide accurate information.
• Maintain call records and update customer details in the database.
• Achieve daily and monthly calling targets.
Administrative Work
• Manage office documentation and filing.
• Prepare reports and maintain records.
• Coordinate with internal teams for smooth office operations.
• Handle email correspondence and basic office administration.
• Assist management with daily administrative tasks.
Excel & Data Management
• Maintain and update data in Microsoft Excel.
• Prepare daily, weekly, and monthly reports.
• Perform data entry with high accuracy.
Required Skills
• 1–3 years of experience in telecalling, customer service, or administration.
• Good verbal and written communication skills.
• Proficiency in Microsoft Excel and MS Office.
• Strong organizational and multitasking abilities.
• Good typing speed and attention to detail.
• Positive attitude and customer-focused approach.
Preferred Qualifications
• Graduate in any discipline.
• Experience in CRM software is an added advantage.
• Ability to work independently and as part of a team.
Benefits
• Friendly work environment.
• Career growth opportunities.
• Training and skill development.
• Paid leave and other company benefits as per policy