Company Description IRIS RegTech Solutions Limited is an Indian-listed SaaS company and a global leader in Regulatory Technology, delivering compliance, data, and analytics solutions across more than 55 countries since 2000. Headquartered in Mumbai, with subsidiaries in the USA, Singapore, Italy, and Malaysia, the company serves regulators, financial institutions, and enterprises with scalable, standards-based technology.

Its key products include IRIS iFile for supervisory technology, IRIS iDEAL for automated regulatory reporting, IRIS Carbon for XBRL/iXBRL disclosure management, and IRIS MSME for data and digital tools for micro, small, and medium enterprises. IRIS is widely recognized for innovation and quality, having received multiple industry awards, including the Tech Innovator Award – Viksit Bharat 2047 and Best Technology Service Provider – Central Banking Awards. Professionals joining IRIS can expect to work on impactful solutions that shape global regulatory compliance and digital reporting.

Job Role:

Customer Engagement Executive

Work Location:

Turbhe, Navi Mumbai (Work from office)

Experience:

1 - 2 Years

Job Type:

Full - time

Role Overview:

We're looking for a target-driven Telesales Executive to drive lead conversion and revenue growth across our financial product portfolio (loans, credit cards, insurance etc). This is a sales-first role — the ideal candidate is someone who thrives on hitting numbers,



converting conversations into closed sales, and building a strong client pipeline.

Key Responsibilities:

- Convert inbound/outbound calls into qualified leads and closed sales, owning the funnel from first contact to conversion
- Pitch and sell financial products persuasively, handling objections confidently to move prospects forward
- Consistently meet or exceed daily/monthly sales and conversion targets
- Qualify leads using credit/eligibility process knowledge to prioritize high-conversion opportunities
- Proactively schedule and close client meetings for the field/sales team to accelerate deal closure
- Track pipeline, leads, and conversions rigorously in CRM to ensure no revenue leakage
- Build rapport with clients to drive referrals and repeat business

What We're Looking For:

- A go-getter with a sales mindset — comfortable with targets, incentives, and performance pressure
- Strong persuasion and negotiation skills over the phone
- Working knowledge of credit/eligibility qualification process (BRE, CIBIL basics)
- Proficiency in Excel, Google Sheets, MS Office, and Google Workspace
- Hands-on experience with CRM tools for pipeline management
- Languages: Hindi, English, Marathi mandatory; additional regional languages a solid plus
- Prior experience selling Loans, Credit Cards, or Insurance strongly preferred

📌 Customer Engagement Executive (Mumbai)
🏢 Iris Regtech Solutions
📍 Mumbai