Telesales Executive - Financial Services (225-729)

The Telesales Executive - Financial Services is a dynamic and engaging role within the financial sector, focused on driving sales and building strong customer relationships over the phone. This position requires a person with excellent communication skills, a persuasive personality, and a solid understanding of financial products and services. As a Telesales Executive, you will be responsible for reaching out to prospective clients, understanding their financial needs, and offering tailored solutions to meet those needs. The ideal candidate should have a keen interest in sales and finance, demonstrate resilience in a fast-paced environment, and exhibit a customer-first attitude. Success in this role could lead to further career opportunities in sales, financial advising, or management within the organization.

Responsibilities

• Proactively reach out to potential customers to generate new sales leads.
• Understand customer needs and offer appropriate financial products and services.
• Maintain detailed records of customer interactions and sales activities.
• Achieve and exceed sales targets and objectives set by the management.
• Provide exceptional customer service and build long-term customer relationships.
• Stay informed about the latest financial products and market trends.
• Collaborate with team members to improve sales strategies and techniques.
• Participate in training sessions and keep updated with industry regulations.
• Follow up with customers to ensure satisfaction and retention post-sale.
• Use CRM software to manage leads, log activities, and monitor performance.
• Handle customer objections with confidence and turn them into opportunities.
• Deliver accurate information and provide comprehensive product explanations to customers.

Requirements

• Previous experience in telesales or a similar sales environment preferred.
• Strong verbal communication and interpersonal skills essential for the role.
• Basic understanding of financial products and services highly advantageous.
• Proven track record of achieving and exceeding sales targets successfully.
• Ability to operate CRM systems and maintain accurate sales records.
• Strong problem-solving skills with the ability to manage customer objections effectively.
• A high level of self-motivation and the willingness to work towards targets.