Roles & Responsibilities:
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 prospects.
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
Valuable 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.