- Outbound CallingMake outbound calls to prospective and existing customers from the company-provided database.
- Introduce financial products and services professionally.
- Lead GenerationIdentify potential customers through telecalling.
- Understand customer requirements and generate qualified leads.
- Product ExplanationExplain relevant financial products such as insurance, mutual funds, FD, and SIPs clearly.
- Provide basic information regarding product features, advantages, eligibility, and processes.
- Customer Follow-upRegularly follow up with interested customers through calls and messages.
- Maintain proper follow-up records and ensure timely communication.
- Appointment & Lead ConversionSchedule appointments between interested customers and the sales/financial advisory team.
- Work toward converting qualified leads into successful business opportunities.
- Customer Relationship ManagementMaintain positive relationships with customers.
- Address basic queries and coordinate with the concerned team for more complex requirements.
- Database ManagementUpdate customer information, call status, follow-up dates, and lead progress accurately.
- Maintain daily calling and lead-conversion records.
- Achieving TargetsMeet assigned daily/weekly/monthly calling, lead-generation, and conversion targets.
- Work collaboratively with the sales team to achieve business objectives.
- ReportingSubmit daily/weekly reports on calls made, leads generated, follow-ups, appointments, and conversions.
- Keep the reporting manager updated on lead status and challenges.
Key Skills Required:
- Good communication and convincing skills
- Comfortable speaking with customers over the phone
- Basic understanding of sales and financial products
- Target-oriented and self-motivated
- Good follow-up and relationship-management skills
- Basic computer/Excel knowledge
- Previous experience in telecalling, telesales, insurance, mutual funds, banking, or financial services would be an advantage.