Telecalling Executive (Cash Management)
Position: Telecalling Executive – Cash Management
Location: Vikholi Mumbai
Department: Liabilities & Transaction Banking
Reporting To: (Liabilities & X-Border Team Lead)
Experience: 7–15 Years
CTC: ₹10–12 LPA
Qualification: Graduation in any discipline (Sales/Telecalling certification preferred)
Job Summary
We are looking for an experienced Telecalling Executive – Cash Management to drive customer acquisition and activation for the bank's liability products. The role involves outbound calling, generating qualified leads, promoting Current Accounts, Deposit Products, and Cash Management Services (CMS), and coordinating with frontline sales teams to maximize conversions while delivering an excellent customer experience.
Key Responsibilities
- Conduct outbound calls to existing and prospective customers.
- Promote Current Accounts, Savings Accounts, Term Deposits, and Cash Management products.
- Generate qualified leads and share them with the frontline sales team for conversion.
- Understand customer business requirements and recommend suitable banking solutions.
- Explain product features, benefits, and value propositions effectively.
- Handle customer queries, objections, and concerns professionally.
- Maintain accurate call records and update CRM systems.
- Achieve daily, weekly, and monthly calling and lead generation targets.
- Ensure compliance with bank policies, regulatory guidelines, and sales processes.
- Coordinate with internal teams for customer issue resolution and account activation.
- Participate in product training sessions and contribute ideas for process improvement.
Required Experience
- 10–15 years of experience in Telecalling, Telesales, or Inside Sales within the Banking or BFSI sector.
- Experience in selling liability products such as Current Accounts, Savings Accounts, Fixed Deposits, and Cash Management Services.
- Strong track record in lead generation, customer acquisition, and sales conversion.
- Experience using CRM tools and maintaining customer interaction records.
- Excellent objection handling and customer relationship management skills.
Required Skills
- Strong knowledge of CASA, Liability Products, and Cash Management Services.
- Excellent verbal communication and presentation skills.
- Lead generation and qualification expertise.
- Customer relationship management.
- Sales negotiation and objection handling.
- Time management and target orientation.
- CRM software proficiency.
- Microsoft Office (Excel, Word, Outlook).
- Basic understanding of banking regulations and compliance.
Pay: ₹90,000.00 - ₹110,000.00 per month
Work Location: In person
