Telesales Executive

Roles & Responsibilities:

• Outbound CallingMake outbound calls to prospective and existing customers from the company-provided database.
• Introduce financial products and services professionally.
• Lead GenerationIdentify potential customers through telecalling.
• Understand customer requirements and generate qualified leads.
• Product ExplanationExplain relevant financial products such as insurance, mutual funds, FD, and SIPs clearly.
• Provide basic information regarding product features, benefits, eligibility, and processes.
• Customer Follow-upRegularly follow up with interested customers through calls and messages.
• Maintain proper follow-up records and ensure timely communication.
• Appointment & Lead ConversionSchedule appointments between interested customers and the sales/financial advisory team.
• Work toward converting qualified leads into successful business opportunities.
• Customer Relationship ManagementMaintain positive relationships with customers.
• Address basic queries and coordinate with the concerned team for more complex requirements.
• Database ManagementUpdate customer information, call status, follow-up dates, and lead progress accurately.
• Maintain daily calling and lead-conversion records.
• Achieving TargetsMeet assigned daily/weekly/monthly calling, lead-generation, and conversion targets.
• Work collaboratively with the sales team to achieve business objectives.
• ReportingSubmit daily/weekly reports on calls made, leads generated, follow-ups, appointments, and conversions.
• Keep the reporting manager updated on lead status and challenges.

Key Skills Required:

• Good communication and convincing skills
• Comfortable speaking with customers over the phone
• Basic understanding of sales and financial products
• Target-oriented and self-motivated
• Good follow-up and relationship-management skills
• Basic computer/Excel knowledge
• Previous experience in telecalling, telesales, insurance, mutual funds, banking, or financial services would be an advantage.