Tele Sales Executive

Key Responsibilities:

1. Outbound Calling & Lead Generation

• Call potential customers from provided databases, marketing leads, or referrals.
• Introduce and explain financial products and services tailored to customer needs.
• Generate interest and qualify leads by understanding the customer s financial goals, eligibility, and preferences.
• Schedule follow-up calls and maintain contact with prospects for conversion.

2. Product Promotion & Sales Conversion

• Promote financial products such as personal loans, home loans, credit cards, insurance policies, investment plans, and more.
• Highlight product benefits, features, and unique selling points to potential customers.
• Resolve objections and concerns with confidence, aiming to convert inquiries into confirmed sales.
• Meet or exceed daily, weekly, and monthly sales targets and KPIs.

3. Customer Engagement & Relationship Building

• Build trust and rapport with customers to ensure a positive buying experience.
• Provide clear and transparent information regarding eligibility criteria, interest rates, premiums, documentation, and repayment schedules.
• Guide customers through the entire application process, from initial inquiry to submission of documents.

4. Documentation & Reporting

• Accurately document customer details, interaction summaries, and feedback in CRM or sales systems.
• Ensure completeness of documentation for each sale as per regulatory and internal compliance requirements.
• Maintain call logs, sales records, and performance data for review and analysis.

5. Compliance & Quality Assurance

• Adhere strictly to company guidelines, RBI/IRDA regulations, and data privacy laws during customer interactions.
• Avoid mis-selling and ensure that all product recommendations are suitable for the customer.
• Participate in periodic training and assessments to stay up-to-date with product knowledge, compliance standards, and selling skills.