job title: call center executive - financial products sales
location: gurgaon, india
company overview: client is a dynamic and rapidly growing financial services firm committed to providing innovative solutions to our clients. we specialize in a wide range of financial products designed to meet the diverse needs of our customers. as we expand our operations, we are seeking highly motivated and customer-centric individuals to join our team as call center executives for financial products sales.
job description:
position: call center executive - financial products sales
location: gurgaon, india
job type: full-time
key responsibilities:
outbound sales calls: initiate outbound calls to prospective customers with the goal of promoting and selling various financial products.
product knowledge: develop a strong understanding of the financial products offered by the company, including but not limited to loans, insurance, investment plans, and credit cards.
customer engagement: build rapport with customers, understand their financial needs, and provide personalized solutions.
sales targets: meet or exceed daily and monthly sales targets by effectively pitching financial products and closing deals.
compliance: adhere to all regulatory guidelines and internal policies while communicating information about financial products.
documentation: ensure accurate and complete documentation for all sales transactions, adhering to company standards and procedures.
customer follow-up: conduct follow-up calls to ensure customer satisfaction, address any concerns, and explore opportunities for additional products or services.
market research: stay informed about industry trends, competitor products, and market conditions to provide valuable insights and enhance sales strategies.
qualifications and skills:
education: minimum of a bachelor's degree in business, finance, or a related field.