Position: Tele Sales Executive Company: Sartaj Associates Job Role &

- Responsibilities? 1.

Customer

Calling – Loan Company-provided database/leads থেকে prospective customers-কে outbound call করা। Customer-এর loan requirement, income/business profile ও basic eligibility সম্পর্কে তথ্য নেওয়া। Personal Loan, Business Loan, Home Loan, LAP এবং অন্যান্য available loan products সম্পর্কে basic information দেওয়া। Interested customers-এর qualified leads তৈরি করে concerned sales/loan team-এর কাছে forward করা। Application, documentation ও processing-এর জন্য regular follow-up করা। ? 2.

Insurance Calling

Existing এবং prospective customers-কে insurance products সম্পর্কে call করা। Customer-এর requirement বুঝে appropriate advisor/Financial Consultant-এর সঙ্গে connect করা। Interested customers-এর appointment/meeting generate করা। Proposal, documentation ও follow-up-এর ক্ষেত্রে concerned team-কে support করা। ? 3. Agent / Financial Consultant Calling নতুন Financial Consultant / Agent -এর জন্য recruitment calling করা। Potential candidates-কে call করে job profile, earning opportunity,



training ও career opportunity সম্পর্কে basic information দেওয়া। Interested candidates-এর interview/meeting schedule করা। Existing agents/consultants-এর সঙ্গে regular follow-up ও business activity সম্পর্কে communication রাখা। ? 4. Lead Follow-up &

- Conversion প্রতিটি lead-এর proper follow-up করা। Interested customer/candidate-এর status update রাখা। Hot, Warm ও Cold leads আলাদা করে maintain করা। Qualified lead sales/management team-এর কাছে timely handover করা। ? 5.

Daily Reporting

Daily calling report maintain করা। Total Calls, Connected Calls, Interested Leads, Appointments, Follow-ups এবং Conversions-এর record রাখা। Excel/CRM/Company MIS-এ daily update করা। Key Skills Required✅ Good Communication Skills ✅ Hindi &

- Bengali communication preferred ✅ Basic English knowledge ✅ Positive convincing & follow-up skills ✅ Basic computer/Excel knowledge ✅ Target-oriented attitude ✅ Banking / Loan / Insurance / Telecalling experience preferred ✅ Freshers can also be considered Performance Parameters? Daily Calling Target ? Qualified Loan Leads ? Insurance Leads ? Agent/FC Recruitment Leads ? Appointments &
- Follow-ups ? Conversion / Business Generation Role Type: Tele Sales Lead Generation Customer Follow-up Agent Recruitment Coordination

📌 Telecaller (Kolkata)
🏢 M/s Sartaj Associates
📍 Kolkata