Telesales Officer - Banking

Telesales Officer - Banking Job Description

As a Telesales Officer in the banking sector, you will play a crucial role in bridging the gap between the bank's financial products and services and its potential customers through effective communication and persuasive sales techniques. You will primarily be responsible for reaching out to a wide array of customers via telephone, developing sales pitches that resonate with their financial needs, and ensuring that the clients understand the benefits and features of the banking services. The role requires a proactive attitude, excellent communication skills, and a persistent drive to achieve and exceed sales targets. You will need to build and maintain a customer database, manage multiple accounts, and convey the personalized value of banking products to potential clients. Enhancing customer satisfaction and providing a seamless banking experience will be at the heart of your duties. 

Responsibilities

• Identify and target sales opportunities through outbound calls to customers.
• Build and maintain a comprehensive database of customer contacts.
• Deliver compelling sales pitches systematically tailored to individual clients.
• Manage client relationships to ensure satisfaction with banking services.
• Utilize effective negotiation skills to close sales while overcoming objections.
• Meet and exceed assigned sales targets and performance indicators.
• Provide detailed product information to clients, emphasizing benefits.
• Record customer interactions and transactions into the CRM system accurately.
• Collaborate with the sales team to develop effective sales strategies.
• Provide prompt responses to customer inquiries about services and products.
• Stay informed about banking products, competitors, and market trends.
• Contribute to team meetings, offering insights to improve tele-sales processes.

Requirements

• Bachelor’s degree in Finance, Marketing, or a related field.
• Minimum of two years experience in banking or tele-sales required.
• Demonstrable history of meeting or exceeding sales quotas consistently.
• Exceptional verbal communication skills and telephone etiquette.
• Strong problem-solving skills to mitigate customer concerns effectively.
• Proficiency in using CRM software and Microsoft Office suite applications.
• Ability to work independently and as part of a dynamic tele-sales team.

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