Telecalling Executive

About the Role

We are looking for a Telecalling Executive to manage and strengthen customer relationships via digital channels. This role focuses on engaging customers by identifying their financial needs and offering appropriate banking products, ensuring a smooth and professional customer experience. It presents a valuable chance for recent graduates to begin their careers in banking sales.

Key Responsibilities

• Engage with assigned customers following established contact protocols.
• Provide a superior digital banking experience and promote digital banking services for easier customer access.
• Understand customer needs and recommend suitable financial products accordingly.
• Handle both inbound and outbound calls adhering to quality standards.
• Resolve customer questions and complaints promptly within set timelines.
• Maintain detailed records of all customer interactions using CRM tools.
• Build and nurture long-term customer relationships to enhance retention and reduce attrition.
• Cross-sell and up-sell various banking products including third-party products, assets, and cards.
• Profile customers to uncover sales opportunities while confirming eligibility and compliance before product offerings.
• Monitor and report key account activities and process transactions with accuracy.
• Comply with all documentation, banking policies, regulations, and internal guidelines.

Eligibility Criteria

• Graduates from any discipline except B.Tech/BE are eligible to apply.
• Freshers are encouraged to apply, preferably with up to one year of experience.

Skills and Language Proficiency

• Basic understanding of banking and financial products.
• Excellent verbal and written communication abilities.
• Customer-centric mindset with strong persuasive selling skills.
• Familiarity with computers and CRM systems.
• Fluency in English and proficiency in at least one of the following: Hindi, Tamil, or Kannada.