• Responsible for guiding sales representatives and ensuring that sales targets are met, generating leads.
• Assisting in resolving customer complaints/disputes.
• Monitoring sales performance.
• Keeping a record of calls and relevant details.
• Updating customer details.
• Dialer Management.
• Managing per agent productivity.
• Experience using sales tracking or customer relationship management (CRM) software
• Behavioral Competencies:
• Sales planning and organization skills.
• Closing skills.
• Client relationships.
• Customer-focus.
Responsibilities
Job Responsibilities:
Financial
• Initiate On-call debit & online payment of renewal as per customer request.
• Periodic Data & call audit
• Managing Agent wise Performance tracker on day to basis.
• Collaborate with the branch Team to collect the renewal
• Daily Briefing and Knowledge Sharing .
Non-Financial Responsibilities
• Improvements in Systems and Processes
• Daily dialer call matrix maintained.
• Quality Assurance of process
• Call Assessment on daily basis and give calls feedbacks
• Data analysis on daily basis
Compliance & Risk Responsibilities
• Monitor the performance of the portfolio based on Non-Starters & delinquency of various sourcing channels, products, customer segments, area, etc.
• Resolve audit queries and work to minimize queries overtime. .
• Have understanding and knowledge of company's policy.
• Co-ordinate with RCU to ensure adequate sampling and cross verification especially for current channels and executives.
📌 Tele Sales Officer Bancassurance (Jaipur)
🏢 AU Small Finance Bank
📍 Jaipur
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