Guwahati
- 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 |
Salary | 90 Thousand To 1 Lac 25 Thousand P.A. |
Industry | Sales & Marketing / Business Development / Telecaller |
Qualification | B.A, B.B.A, B.Com, M.A, M.B.A/PGDM, M.Com |
Key Skills | Telesales Outbound Calls Lead Generation Cold Calling Relationship Building Problem Solving Time Management Communication Skills |
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