Telesales Executive

Job Description – Sales DepartmentSales & Business Development

Full-Time



Department: Sales & Business Development

Company: Finlegalforte Corporate Advisors Pvt. Ltd.

Reporting To: Sales Manager / Director

Job Location: Office Based

Working Days: As per company policy

1. Job PurposeThe primary responsibility of the Sales Department is to generate revenue for the company by converting potential customers into paying clients for various corporate, legal, financial and compliance-related services.

The sales team must ensure consistent lead follow-ups, client engagement, achievement of monthly sales targets and development of long-term customer relationships.

2. Key ResponsibilitiesA. Lead Management & Calling

1. Make outbound calls to prospective customers from company-provided leads.
2. Understand customer requirements and suggest suitable services.
3. Generate new business opportunities through calling, references and follow-ups.
4. Maintain regular communication with interested customers.
5. Ensure no lead remains unattended.

B. Sales & Conversion

1. Convert enquiries into confirmed sales.
2. Explain company services, packages, pricing and benefits.
3. Achieve daily, weekly and monthly sales targets.
4. Follow up with interested customers until conversion.
5. Upsell and cross-sell additional services to existing clients.

C. Products & Services Knowledge

Sales executives must have knowledge of the following services:

• Private Limited Company Registration
• LLP Registration
• OPC Registration
• Section 8 Company & NGO Registration
• GST Registration
• Trademark Registration
• ISO Certification
• FSSAI Registration
• ROC Annual Compliance
• Income Tax Return Filing
• Digital Signature Certificates
• Compliance Checker App Subscription
• Other corporate and legal consultancy services

D. Client Relationship Management

1. Maintain professional relationships with clients.
2. Provide correct information regarding services and timelines.
3. Coordinate with the legal and compliance departments after receiving confirmed orders.
4. Ensure timely payment collection.
5. Maintain customer satisfaction and encourage repeat business.

E. Reporting & Documentation

1. Update every lead status in the company's CRM/software.
2. Maintain daily calling and sales reports.
3. Record follow-up dates and customer feedback.
4. Share daily sales performance with the reporting manager.
5. Maintain proper records of confirmed orders and payments.

3. Daily Work ResponsibilitiesActivityExpected ResponsibilityLead CallingCall assigned leadsFollow-upsFollow up with pending enquiriesSales ConversionConvert leads into ordersPaymentEnsure timely paymentCRM UpdateUpdate every lead statusReportingSubmit daily sales reportTargetAchieve assigned sales target

4. Performance Parameters (KPI)Employees will be evaluated on:

• Number of leads contacted.
• Number of successful follow-ups.
• Lead-to-customer conversion ratio.
• Monthly revenue generated.
• Monthly sales target achievement.
• Payment collection efficiency.
• Customer feedback and satisfaction.
• CRM updates and reporting discipline.

1. 5. Professional Conduct & DisciplineMaintain punctuality and office discipline.
2. Do not provide false commitments or incorrect information to customers.
3. Do not offer unauthorized discounts.
4. Do not share company leads or client information outside the company.
5. Maintain professional communication with customers and colleagues.
6. Follow all company policies and instructions issued by management.

• 6. Sales Target & Incentive PolicyEvery employee will be assigned monthly sales targets.
• Targets may vary according to experience and designation.
• Performance will be reviewed monthly.
• Incentives will be provided as per the company's prevailing incentive policy.
• Consistent target achievement and quality conversions will be considered for salary increments and promotions.
• 7. Required Skills & QualificationsGood communication skills in Hindi and English.
• Basic computer and MS Excel knowledge.
• Customer handling and negotiation skills.
• Ability to convince and convert potential customers.
• Positive attitude and willingness to achieve targets.
• Previous experience in telesales, telecalling or business development will be preferred.

8. Management ExpectationsOur expectation from every sales employee:

At Finlegalforte, the sales team is not just responsible for making calls; it is responsible for generating business and contributing to company growth.

Every employee must work with the following approach:

• Call with confidence.
• Follow up consistently.
• Convert enquiries into customers.
• Generate revenue.
• Take ownership of targets.
• Work towards the company's growth.

Our Goal: To Make Finlegalforte One of India's Leading Corporate Compliance & Legal Advisory Companies.

My recommendation: For Finlegalforte, create three separate JDs under the Sales Department:

1. Telecaller / Sales Executive – Calling, follow-ups and conversions.
2. Senior Sales Executive – High-value conversions, revenue and client management.
3. Sales Manager – Team management, target allocation, performance monitoring and revenue growth.

This will help you establish clear accountability and avoid confusion between calling responsibilities and management responsibilities.