Telecalling Executive

About the Role

We are currently seeking a Telecalling Executive responsible for managing customer relationships through digital communication channels. This position entails engaging with customers, assessing their financial needs, and suggesting appropriate banking products to deliver a smooth and satisfactory customer experience. It presents an excellent career start for fresh graduates interested in banking sales.

Key Responsibilities

• Establish contact with assigned customers following prescribed communication policies.
• Provide a superior digital banking experience to customers.
• Identify customer needs and recommend products suited to their financial goals.
• Handle both inbound and outbound calls in line with quality standards.
• Resolve customer inquiries promptly within stipulated timeframes.
• Promote digital banking solutions to enhance customer convenience.
• Maintain precise documentation of all customer interactions within CRM platforms.
• Effectively address and resolve customer complaints.
• Develop and nurture long-term customer relationships to ensure retention and reduce turnover.
• Meet assigned sales and portfolio objectives through cross-selling and upselling banking products such as Third Party Products (TPP), assets, and cards.
• Profile customers to uncover sales opportunities while ensuring all offerings meet eligibility and compliance requirements.
• Monitor account activities and submit necessary reports.
• Accurately process customer requests and transactions with compliance to guidelines.

Process and Compliance

• Maintain thorough documentation of all customer engagements.
• Comply with applicable banking policies, regulatory requirements, and internal procedures.
• Ensure timely updates in CRM and reporting tools.

Eligibility and Qualifications

• Graduate degree in any discipline except B.Tech or BE.
• Experience: freshers are eligible; candidates with up to one year of relevant experience are preferred.
• Proficient verbal and written communication skills, particularly in English (mandatory).
• Fluency in either Hindi or Kannada is also required.

Skill Set

• Basic understanding of banking and financial products.
• Excellent communication and customer service orientation.
• Demonstrated skills in sales and persuasive communication.
• Fundamental computer competency, including CRM platforms.
• Strong ability to establish and maintain customer relationships.