Telesales Executive

JOB TITLE: Tele Sales Executive – Fintech

COMPANY: Perccent Edge Private Limited

DEPARTMENT: Sales

JOB TYPE: Full-Time

EXPERIENCE: 0–3 Years

QUALIFICATION: Graduate in Any Discipline

WORK ARRANGEMENT: As specified in the job posting

COMPENSATION: Fixed Salary + Performance-Based Incentives

ABOUT PERCCENT

Perccent is an investment platform that aims to simplify the investment journey for customers through a convenient digital experience.

Our platform offers investment options such as mutual funds, Systematic Investment Plans (SIPs), lump-sum investments, goal-based investment plans, and portfolio tracking.

We are looking for motivated, confident, and customer-focused Tele Sales Executives who can connect with prospective customers, understand their requirements, explain our platform's features, and guide interested customers through the onboarding process.

This opportunity is suitable for candidates who enjoy customer interaction, have strong communication skills, and are motivated to achieve sales targets while building a career in the fintech and financial-services industry.

KEY RESPONSIBILITIES

1. OUTBOUND CALLING & LEAD GENERATION

• Make outbound calls to prospective customers and existing leads.

• Introduce Perccent's platform and generate interest in its investment offerings.

• Identify potential customers and qualify leads based on their needs, interest, and readiness to proceed.

• Maintain professional communication throughout every customer interaction.

2. SALES & CUSTOMER ENGAGEMENT

• Understand customer requirements and respond to their queries effectively.

• Explain platform features, mutual funds, SIPs, and relevant investment processes in simple language.

• Handle objections professionally and help interested customers understand the next steps.

• Build customer relationships through consistent follow-ups.

• Guide qualified prospects through the customer journey without using misleading or high-pressure sales tactics.

3. CUSTOMER ONBOARDING

• Assist interested customers with platform registration and onboarding.

• Guide customers through applicable KYC and bank-linking procedures.

• Coordinate with internal teams to resolve onboarding-related issues.

• Ensure customers receive clear and accurate information throughout the process.

4. SALES TARGETS & PERFORMANCE

• Work towards assigned daily calling, qualified-lead, and monthly sales targets.

• Maintain a disciplined follow-up schedule.

• Track lead progress and identify opportunities to improve conversions.

• Demonstrate accountability for individual sales performance.

• Work consistently towards agreed business objectives.

5. CRM & REPORTING

• Maintain accurate records of calls, customer interactions, lead status, and follow-up dates.

• Update CRM systems, spreadsheets, or other designated tools.

• Record customer feedback and common objections.

• Provide timely updates on lead progress and sales activities.

6. RESPONSIBLE CUSTOMER COMMUNICATION

• Follow company policies and applicable financial-services regulations.

• Provide accurate information about investment products and processes.

• Never promise guaranteed returns or misrepresent investment risks.

• Escalate queries that require assistance from authorized or specialized teams.

REQUIRED SKILLS & QUALIFICATIONS

• Graduate in any discipline.

• Excellent verbal communication and interpersonal skills.

• Confidence in speaking with customers over the phone.

• Strong persuasion, follow-up, and objection-handling abilities.

• A customer-focused and target-oriented mindset.

• Basic computer knowledge and familiarity with spreadsheets or CRM tools.

• Ability to manage multiple leads and maintain organized records.

• Willingness to learn about fintech platforms and investment products.

• Professional conduct and a consistent approach to work.

PREFERRED EXPERIENCE

• Experience in telesales, telecalling, lead generation, customer engagement, or inside sales.

• Exposure to banking, insurance, fintech, mutual funds, stockbroking, wealth management, or financial services.

• Experience working with calling tools, CRM software, or sales tracking systems.

Freshers with strong communication skills, a willingness to learn, and a genuine interest in sales may also apply.

KEY PERFORMANCE INDICATORS

Performance will be evaluated based on:

• Outbound calls completed.

• Qualified leads generated.

• Lead follow-up and response time.

• Lead-to-customer conversion.

• Customer onboarding progress.

• Accuracy of CRM records.

• Achievement of assigned sales targets.

• Customer experience and compliance with company policies.

WHAT WE OFFER

• Fixed monthly salary with performance-based incentives, as per the approved compensation structure.

• Training on the company's platform and relevant investment products.

• Practical exposure to the fintech and financial-services industry.

• Opportunities to develop skills in sales, customer relationship management, and business development.

• An opportunity to contribute to a growing business and develop professionally.

WHO SHOULD APPLY?

We are looking for candidates who:

• Communicate confidently and professionally.

• Are comfortable making outbound calls and interacting with prospective customers.

• Can handle objections and follow up consistently.

• Are motivated by measurable goals and sales performance.

• Take responsibility for their work and maintain accurate records.

• Are willing to learn, accept feedback, and improve continuously.

APPLICATION

Interested candidates are encouraged to apply.

Candidates with relevant telesales experience, strong communication skills, and the ability to join at short notice are preferred, immediate joiner are most preferred.