Telesales Executive

Overview

The Telesales Executive will be responsible for initiating sales opportunities by reaching out to prospective and current clients via telephone. This role demands understanding customer needs, presenting financial products effectively, qualifying leads, arranging appointments, and supporting the sales team to meet business goals while ensuring exceptional customer service.

Key Responsibilities

• Make outbound phone calls to potential customers using both company data and self-sourced leads.
• Clarify the features and advantages of various financial offerings including Home Loans, Personal Loans, Business Loans, Loan Against Property, Gold Loans, Insurance, and relevant Deposit Schemes.
• Assess customer needs and suggest appropriate financial solutions.
• Generate qualified leads and convert inquiries into actionable sales opportunities.
• Meet daily, weekly, and monthly targets for calls and sales.
• Establish and nurture positive customer relationships through professional communication.
• Conduct regular follow-ups with interested clients until closure is achieved.
• Respond promptly to customer questions providing precise product information.
• Maintain high levels of customer satisfaction.
• Log customer interactions, follow-up activities, and lead details into the CRM system accurately.
• Keep detailed and confidential customer records.
• Arrange appointments between clients and Relationship Officers or Sales Managers as needed.
• Coordinate between operations and sales teams to facilitate smooth loan processing.
• Ensure timely follow-up on pending documents and application progress.
• Adhere strictly to company policies, RBI guidelines, and regulatory standards.
• Maintain ethical, transparent communication respecting customer data privacy and confidentiality.

Candidate Profile & Skills

• Open to candidates with experience or freshers.
• Proficient verbal communication in Hindi; knowledge of English and regional languages is a plus.
• Strong persuasion, negotiation, and the ability to handle objections effectively.
• Customer-centric mindset with a positive disposition.
• Basic proficiency in computer applications such as MS Office, CRM software, and email.
• Capable of working under pressure to meet sales targets.
• Excellent listening, follow-up, and time management skills.
• Energetic, self-driven, and goal-oriented personality.
• Good interpersonal skills and professionalism.
• Willingness to learn about financial products and enhance sales techniques.
• Ability to collaborate effectively within a team environment.

Performance Metrics

• Number of outbound calls made daily.
• Qualified leads generated.
• Appointments successfully scheduled.
• Sales conversion rates.
• Achievement of monthly business targets.
• Effectiveness in customer follow-ups.
• Accuracy in CRM data entry.
• Customer satisfaction levels.

Working Conditions and Benefits

• Full-time role based in the office.
• Standard company working hours with applicable weekly offs and holidays.
• Compensation includes a fixed monthly salary coupled with attractive performance incentives.
• Incentives awarded monthly and quarterly.
• Opportunities for training and skill development.
• Clear paths for career advancement to Senior Telesales Executive, Team Leader, or Relationship Officer roles.
• Additional employee benefits as per organizational policy.