Tele Caller - Pre-Sales

Should be fluent in English , Kannada and Hindi

Job Description

1. Role Summary

The Pre-Sales Executive is responsible for engaging prospective customers, generating interest in the Company's chit fund schemes and credit cooperative society services, qualifying leads, and converting inquiries into customer registrations, membership applications, and meetings with the sales team.

The role involves outbound calling, inbound lead management, explaining available schemes and membership benefits, conducting systematic follow-ups, and coordinating with the Sales and Operations teams to support customer acquisition and business growth.

The candidate should possess strong communication and persuasion skills, a customer-focused approach, and the ability to explain financial products clearly and responsibly.

2. Key Responsibilities

A. Lead Management & Customer Outreach

- Contact inbound leads and prospective customers through telephone calls, digital channels, and other approved communication methods.
- Generate customer interest in the Company's chit fund schemes, membership opportunities, and credit cooperative society services.
- Understand customer requirements, financial needs, eligibility, and interest in the available offerings.
- Maintain a database of prospective customers and ensure timely follow-ups.
- Build and maintain a pipeline of qualified leads for the Sales Team.

B. Product Explanation & Customer Engagement

- Explain chit fund schemes, subscription amounts, instalment schedules, tenure, auction or prize allocation mechanisms, and applicable terms and conditions, as approved by the Company.
- Explain the membership process, eligibility criteria, savings-related offerings, and credit facilities available through the cooperative society, as applicable.
- Provide accurate information on documentation requirements, payment procedures, and the next steps in the customer acquisition process.
- Address customer queries and direct complex financial, operational, or regulatory questions to the appropriate team.
- Communicate scheme benefits transparently without making unauthorised promises about returns, prize amounts, loan approvals, or financial outcomes.

C. Lead Qualification & Conversion

- Assess prospective customers based on their interest, requirements, eligibility,



and readiness to participate or become members.
- Schedule appointments, customer meetings, branch visits, and discussions with the Sales Team.
- Coordinate with the Sales Team to ensure qualified leads are followed up and progressed towards enrolment or membership.
- Follow up with interested prospects to address queries and overcome objections.
- Track the lead journey from initial inquiry to registration, enrolment, or handover to the relevant team.

D. CRM & Documentation

- Record all leads, customer interactions, call outcomes, follow-up dates, and conversion status in the designated CRM or lead management system.
- Maintain accurate customer information and ensure timely updates of lead status.
- Prepare daily call reports, lead conversion reports, and follow-up summaries.
- Coordinate with the Sales and Operations teams to ensure proper handover of qualified prospects and relevant information.
- Maintain confidentiality of customer information and financial details.

E. Performance & Process Adherence

- Achieve assigned daily calling, lead engagement, follow-up, appointment, and qualified-lead targets.
- Improve lead-to-meeting and lead-to-registration conversion through effective customer engagement.
- Follow the Company's approved sales processes, communication standards, and standard operating procedures.
- Stay updated on available chit fund schemes, society membership requirements, approved product information, and applicable customer processes.
- Escalate customer complaints, discrepancies, and requests requiring management or operational intervention.

3. Key Skills & Competencies

- Excellent verbal communication and interpersonal skills.
- Strong telecalling, persuasion, and follow-up abilities.
- Customer engagement and relationship-building skills.
- Ability to explain financial products and processes in simple language.
- Lead qualification and conversion skills.
- Objection handling and appointment scheduling.




- Basic computer skills and familiarity with CRM systems, spreadsheets, and reporting tools.
- Customer service orientation and qualified telephone etiquette.
- Accuracy in maintaining customer records and handling confidential information.
- Target orientation, time management, and the ability to work in a fast-paced environment.

4. Qualification & Experience

- Graduate in any discipline; candidates with a commerce or business-related qualification will be preferred.
- 1–5 years of experience in pre-sales, telecalling, inside sales, customer acquisition, or financial product sales.
- Experience in chit funds, cooperative societies, banking, NBFCs, microfinance, insurance, or other financial services will be an advantage.
- Fresh graduates with strong communication skills and a willingness to work towards sales targets may also be considered.
- Knowledge of the local language, along with English or other relevant business languages, will be preferred.

5. Key Performance Indicators (KPIs)

- Number of outbound calls and leads contacted.
- Lead response time.
- Number of qualified leads generated.
- Lead-to-appointment or meeting conversion ratio.
- Qualified-lead-to-registration or membership conversion ratio.
- Follow-up completion rate and effectiveness.
- Accuracy and completeness of CRM records.
- Customer engagement and feedback.
- Adherence to approved communication processes and reporting standards.
- Contribution to customer acquisition and business targets.

6. Key Internal Interfaces

- Sales and Business Development Team.
- Branch and Society Operations Team.
- Customer Service Team.
- Finance and Accounts Team, where required.
- Marketing and Lead Generation Team.

7. Role Expectations

The Pre-Sales Executive is expected to maintain consistent customer engagement, build a strong pipeline of qualified prospects, and support customer acquisition for the Company's chit fund and cooperative society businesses. The role must ensure accurate product communication, timely follow-up, responsible customer engagement, and adherence to the Company's approved processes and applicable regulatory requirements.

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

- Health insurance
- Provident Fund

Work Location: In person

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