Telesales Executive

Job Description – Telesales ExecutivePositionTelesales Executive

DepartmentSales & Business Development

Reports ToTeam Leader / Sales Manager

Job SummaryThe Telesales Executive is responsible for generating sales opportunities by contacting prospective and existing customers over the phone. The role includes understanding customer requirements, promoting the company's financial products, qualifying leads, scheduling appointments, and supporting the sales team in achieving business targets while delivering excellent customer service.

• Key ResponsibilitiesLead Generation & SalesMake outbound calls to prospective customers from company-provided data and self-generated leads.
• Explain the features and benefits of financial products such as Home Loans, Personal Loans, Business Loans, Loan Against Property (LAP), Gold Loans, Insurance, and Deposit Schemes (where applicable).
• Identify customer requirements and recommend suitable financial solutions.
• Generate qualified leads and convert inquiries into sales opportunities.
• Achieve daily, weekly, and monthly calling and sales targets.
• Customer Relationship ManagementBuild and maintain positive relationships with customers through professional communication.
• Follow up regularly with interested customers until closure.
• Address customer queries and provide accurate product information.
• Maintain high standards of customer satisfaction.
• Data ManagementUpdate customer interactions, follow-up schedules, and lead status in the CRM system.
• Maintain accurate customer records and documentation.
• Ensure confidentiality of customer information.
• Appointment & CoordinationSchedule meetings between customers and Relationship Officers or Sales Managers when required.
• Coordinate with operations and sales teams for smooth loan processing.
• Ensure timely follow-up on pending documents and application status.
• ComplianceFollow company policies, RBI guidelines, and applicable regulatory requirements.
• Ensure all communications are ethical, transparent, and compliant.
• Maintain customer data privacy and confidentiality.
• Experience and Freshers are welcome.
• Required Skills :-Excellent verbal communication skills in Hindi; knowledge of English and regional languages is an advantage.
• Strong persuasion, negotiation, and objection-handling skills.
• Customer-focused approach with a positive attitude.
• Basic computer knowledge (MS Office, CRM, Email).
• Ability to work under pressure and achieve sales targets.
• Good listening, follow-up, and time management skills.
• Key Performance Indicators (KPIs)Daily outbound calls completed.
• Qualified leads generated.
• Appointments scheduled.
• Sales conversion ratio.
• Monthly business target achieved.
• Customer follow-up efficiency.
• CRM data accuracy.
• Customer satisfaction score.
• Preferred Candidate ProfileEnergetic, self-motivated, and target-oriented.
• Strong communication and interpersonal skills.
• Willingness to learn financial products and sales techniques.
• Team player with a professional attitude.
• Working ConditionsFull-time office-based role.
• Standard working hours as per company policy.
• Weekly off and holidays as applicable.
• Compensation & BenefitsFixed Salary + Attractive Performance Incentives.
• Monthly and quarterly incentive programs.
• Training and skill development opportunities.
• Career growth into Senior Telesales Executive, Team Leader, or Relationship Officer roles.
• Employee benefits as per company policy.