Telesales Executive Jobs Opening in Connect To Success HR at Andheri West, Mumbai
Telesales Executive
Job Description
Key Responsibilities:
1. Product Promotion and Sales:
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Contact potential customers via phone calls, WhatsApp, or SMS to introduce and promote relevant banking products.
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Clearly explain the features, benefits, eligibility, documentation, and application process of:
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Personal Loans (unsecured loans for salaried or self-employed individuals)
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Business Loans (term loans, working capital loans)
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Credit Cards (secured and unsecured cards with rewards, cashback, etc.)
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Home Loans (purchase, construction, or balance transfer options)
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Insurance (life, health, vehicle, and general insurance plans)
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Understand the customer’s financial needs and recommend appropriate solutions.
2. Lead Conversion:
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Follow up with interested leads generated through marketing campaigns, referrals, or database calling.
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Guide customers through the loan/credit card/insurance application process.
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Collect and verify basic customer information and assess eligibility based on standard criteria.
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Close sales over the phone or schedule appointments for documentation or in-person meetings if required.
3. Customer Service:
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Respond promptly to customer queries or concerns regarding banking products.
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Build trust and long-term relationships with customers through professional and ethical conduct.
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Ensure a smooth customer experience from inquiry to application to approval.
4. Target Achievement:
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Meet or exceed monthly and quarterly sales targets set by the company.
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Maintain productivity levels in terms of calls per day, leads generated, and conversion ratio.
5. CRM and Reporting:
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Accurately update all interactions, call outcomes, and lead status in the company’s CRM or sales software.
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Maintain records of calls, customer details, and feedback for future reference.
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Prepare daily, weekly, and monthly performance reports for team leads or managers.
6. Compliance and Quality Control:
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Adhere to all internal policies, regulatory guidelines, and industry best practices.
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Ensure that all telecalling scripts, disclosures, and pitches comply with banking and financial services regulations.
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Maintain strict confidentiality of customer data.
Required Skills and Qualifications:
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Educational Qualification:
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Minimum: 12th pass (Higher Secondary).
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Preferred: Graduate in any discipline (B.Com, BBA, BA, etc.)
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Experience:
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Experience in telesales, telecalling, or outbound sales preferred.
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Prior experience in banking, NBFCs, fintech, or insurance telesales is a strong advantage.
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Communication Skills:
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Excellent verbal communication in English and regional languages (e.g., Hindi, Tamil, Telugu, etc.)
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Clear, confident, and persuasive speaking style.
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Sales Skills:
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Ability to understand customer needs and offer the right financial product.
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Strong negotiation and objection-handling skills.
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Goal-oriented mindset and hunger for achieving incentives.
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Technical Skills:
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Basic computer knowledge, including MS Excel, email, and CRM tools.
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Comfortable using dialer systems or mobile calling apps.
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Other Qualities:
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Patience, persistence, and positive attitude.
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Self-motivated and able to work under pressure.
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Ethical approach with a focus on customer trust and transparency.
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More information about this Telesales Executive Job
Please go through the below FAQs to get all answers related to the given Telesales Executive job
- What are the job requirements to apply for this Telesales Executive job position?
- Ans: A candidate must have a minimum of fresher as an Telesales Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: 12th Pass (HSE)
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Telesales Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Telesales Executive position?
- Ans: There are immediate 1 job openings for Telesales Executive in our Organisation.
Job Particulars
About Company
Mumbai, Mumbai Suburbs, Mumbai Suburban 
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