Summary:
We are seeking a motivated and enthusiastic Tele caller to join our FinServ Team. The primary responsibility will be reaching out to potential customers, explaining product benefits, and assisting them in choosing the right financial products. Your role includes handling customer queries, maintaining records, and ensuring a smooth sales process. You will also be expected to follow up on the leads and adhere to company policies and financial regulations.
Roles and Responsibilities:
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Contact potential customers through phone calls to promote credit cards, personal loans, home loans, and insurance products.
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Clearly explain product features, benefits, eligibility criteria, and application processes in a professional manner.
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Understand customer requirements and recommend suitable financial products based on their needs.
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Handle customer queries related to credit cards, personal loans, home loans, and insurance, ensuring a smooth customer experience.
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Maintain accurate records of customer interactions and regularly update the CRM system.
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Follow up with customers and channel partners on a timely basis to resolve any pending documentation or process-related issues.
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Work towards achieving daily, weekly, and monthly sales targets.
Qualifications:
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Prior experience in banking telecalling sales is mandatory
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Basic knowledge of banking products, loans, credit cards, and insurance (training will be provided).
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Excellent verbal and written communication skills.
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Strong customer service orientation and relationship-building abilities.
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Ability to work effectively in a fast-paced environment and achieve assigned targets.
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Proficiency in MS Office and CRM software.
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Ability to work both independently and collaboratively as part of a team.
