Telesales Executive - Financial Services

The Telesales Executive - Financial Services is responsible for generating revenue by engaging with potential clients over the phone, understanding their financial needs, and recommending suitable financial products or services. This role involves a high level of interaction with customers and requires excellent communication, negotiation, and problem-solving skills. As a Telesales Executive, you will work closely with the sales team and contribute towards achieving the overall sales goals of the organization. Success in this role is reliant on the ability to build rapport, maintain a deep understanding of the financial products offered, and deliver exceptional customer service. This position offers a great opportunity for growth and advancement within the financial sector by developing critical sales skills in a dynamic environment.

Responsibilities:

• Engage with potential clients via phone calls to pitch financial products and services.
• Maintain detailed and accurate records of customer interactions and transactions.
• Develop and maintain customer relationships by providing tailored financial solutions.
• Meet or exceed monthly sales targets as set by management.
• Stay updated on the latest financial products and industry trends.
• Collaborate closely with the sales team to strategize effective sales approaches.
• Identify cross-selling and upselling opportunities to maximize client satisfaction.
• Handle customer inquiries, and solve issues, ensuring a high level of service.
• Maintain a thorough understanding of sales compliance and regulations.
• Conduct follow-up calls to ensure client satisfaction and retention.
• Participate in regular sales meetings and training sessions.
• Prepare regular reports on sales activities, performance metrics, and customer feedback.

Requirements:

•  finance, business, or related field preferred.
• Strong knowledge of financial products and financial services market.
• Excellent verbal and written communication skills are crucial in this role.
• Proven track record of meeting or exceeding sales targets in previous roles.
• Experience using customer relationship management (CRM) software is essential.
• Ability to work independently and handle rejection professionally.