Telecalling Executive

Job Overview

We are looking for a Telecalling Executive to effectively manage customer relations via digital mediums. The candidate will engage customers, assess their financial requirements, and promote relevant banking products while ensuring a smooth and satisfying customer journey. This position suits fresh graduates who want to embark on a banking sales career.

Primary Responsibilities

• Establish contact with assigned customers following the defined communication protocols.
• Provide a high-standard digital banking experience to customers.
• Recognize customers' needs and recommend appropriate banking products.
• Conduct inbound and outbound calls meeting established quality benchmarks.
• Address and resolve customer inquiries within specified timeframes.
• Promote digital banking services that improve user convenience.
• Keep accurate records of client interactions in CRM systems.
• Effectively investigate and settle customer complaints.
• Foster long-term client relationships to retain customers and reduce churn.
• Meet sales targets and manage portfolio goals.
• Cross-sell and upsell banking offerings such as third-party products, asset schemes, and cards.
• Profile clients to discover new sales opportunities.
• Verify eligibility and ensure regulatory compliance prior to offering products.
• Monitor key account activities and prepare reports as necessary.
• Process client requests and transactions with precision.
• Maintain comprehensive documentation of all customer interactions.
• Comply strictly with banking policies, regulatory standards, and internal procedures.
• Update CRM and reporting tools promptly and accurately.

Qualifications and Skills

• Graduation degree in any discipline except B.Tech or BE.
• Fresh graduates or candidates with up to one year of experience are welcome.
• Basic understanding of banking and financial product concepts.
• Strong communication skills in both verbal and written formats.
• Customer-centric mindset with the ability to persuade and sell.
• Familiarity with computers and CRM platforms.
• Capability to establish and sustain customer relationships effectively.
• Basic proficiency in English and fluency in at least one of the following languages: Hindi, Tamil, Malayalam, or Kannada.