Tele-calling
Tele-Calling & Lead Facilitation Services
We provide professional tele-calling services focused on identifying interested individuals and connecting them with licensed and verified financial service providers. Our approach is ethical, transparent, and compliance-oriented.
Unique Investments operates strictly as a lead generation and appointment facilitation platform. We do not sell, recommend, or advise on any financial products. Our tele-calling process is designed to ensure clarity, consent, and customer choice.
Inbound & Outbound Tele-Calling
Structured inbound and outbound calling to engage individuals who have shown interest in financial products or awareness programs.
- Consent-based customer interaction
- Interest verification calls
- Basic information sharing
Lead Qualification
Identifying and filtering potential leads based on expressed interest, basic eligibility, and willingness to connect with authorized sellers.
- Interest validation
- Requirement understanding
- Non-advisory communication
Appointment Scheduling
We facilitate appointments between interested customers and licensed financial professionals for further discussion and product guidance.
- Call-to-appointment conversion
- Time-slot coordination
- Seller hand-off support
Financial Awareness Calls
Informational calls aimed at improving basic financial awareness without offering advice or product recommendations.
- General product awareness
- Terminology explanation
- Next-step guidance to licensed sellers
Verified Seller Connection
Customers are connected only with verified and licensed professionals such as IRDA-registered insurance agents or authorized advisors.
- Verified partner network
- Transparent introductions
- No forced engagement
CRM & Call Tracking Support
Systematic tracking of calls, lead status, and appointment outcomes to ensure transparency and accountability.
- Call status updates
- Lead follow-up records
- Process optimization insights
Why Choose Our Tele-Calling Services
- Compliance-safe, non-selling tele-calling model
- Focus on consent, transparency, and customer choice
- Connection only with licensed & verified sellers
- No guarantees, no misleading commitments
- Professional and ethical communication standards
Important Disclaimer
Unique Investments does not sell, advise, or distribute any financial products. All financial advice, documentation, KYC, and transactions are handled solely by licensed service providers. Lead conversion and outcomes are not guaranteed.