- Make proactive outbound calls to potential clients to introduce and pitch financial products and services.
- Handle incoming inquiries, clarify customer questions about offerings, and guide them through next steps.
- Qualify leads through effective questioning to discover financial needs and match with suitable solutions.
- Follow up on inbound/outbound leads, referrals, and past inquiries to drive conversions.
- Use consultative selling techniques to close sales over the phone, meeting or exceeding monthly targets.
- Cross-sell or upsell additional financial products to deepen client relationship and value.
- Maintain CRM records—log call details, lead status, outcomes, and customer info accurately.
- Update client databases post-call/email and flag hot leads for field sales follow-up.
- Track KPIs: calls made, conversions, sales value, pipeline status.
- Generate regular reports on performance and sales metrics for management.
- Stay updated on financial products (loans, investments, insurance) and relevant industry trends.
- Explain features, benefits, eligibility, fees clearly and accurately to clients.
- Manage objections with empathy and confidence, addressing customer concerns effectively.
- Resolve customer queries or complaints, collaborating with internal teams where necessary.
- Work closely with sales/marketing teams to refine scripts, promotions, and outreach strategies.
- Share customer feedback and insights to improve offerings and update processes.
- Participate in regular product and sales training sessions to sharpen sales skills and knowledge.
- Adapt to new tools or updated compliance guidelines as needed.
Experience
0 - 2 Years
No. of Openings
1
Education
B.A, B.B.A, B.Com, M.A, M.B.A/PGDM, M.Com
Role
Tele Sales Officer
Industry Type
Banking / Financial Services / Stock Broking
Gender
Female
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
RG Baruah Rd, near AUNTY SHOP, Bhaskar Nagar, Guwahati, Assam 781021.