Telesales Executive

Key Responsibilities

1. Outbound Sales Calls

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  Make high-volume outbound calls to potential clients using company-provided databases or leads.

  
  
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  Explain the benefits, features, and eligibility criteria of various credit card products.

  
  
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  Answer queries about credit card charges, rewards, offers, and terms in a clear and professional manner.

  
  
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  Follow approved sales scripts while maintaining a natural and persuasive communication style.

  
  

2. Lead Generation & Qualification

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  Identify and qualify potential leads based on the client’s financial profile and interest.

  
  
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  Maintain accurate records of leads and conversations in CRM or database systems.

  
  
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  Schedule follow-up calls for clients who need time to consider the product.

  
  
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  Coordinate with the marketing team for campaign-specific leads.

  
  

3. Achieving Sales Targets

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  Meet or exceed daily, weekly, and monthly sales targets set by management.

  
  
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  Track performance metrics such as calls made, leads generated, conversion rates, and revenue generated.

  
  
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  Develop personal strategies to improve closing rates and enhance sales efficiency.

  
  
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  Stay motivated in a

  
  high-pressure, target-driven environment.
  
  

4. Customer Relationship Management

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  Build rapport and trust with prospective clients over the phone.

  
  
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  Maintain regular communication to answer questions and provide assistance throughout the application process.

  
  
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  Handle customer objections professionally and provide solutions to encourage positive responses.

  
  
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  Ensure that prospective customers have a clear understanding of product features, fees, and benefits.

  
  

5. Documentation & Reporting

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  Update CRM and lead management systems with call logs, client feedback, and follow-up schedules.

  
  
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  Prepare daily, weekly, and monthly reports on sales performance, lead status, and conversion metrics.

  
  
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  Identify trends and provide insights to improve the sales process and marketing campaigns.

  
  

6. Coordination with Internal Teams

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  Collaborate with credit card operations, verification, and onboarding teams to ensure smooth application processing.

  
  
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  Share customer feedback with the marketing team for improving product communication.

  
  
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  Coordinate with supervisors and team leaders to resolve escalations or client concerns.

Required Skills and Competencies

Technical Skills

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  Familiarity with CRM tools and lead management systems.

  
  
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  Basic knowledge of Microsoft Office (Word, Excel, Outlook) for reporting.
  
  
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  Ability to navigate multiple software systems while on calls efficiently.

  
  

Core Competencies

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  Excellent Communication: Fluent verbal communication and active listening skills.

  
  
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  Persuasion & Negotiation: Ability to convince clients effectively.

  
  
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  Customer Service Orientation: Focus on providing accurate information and assisting client needs.

  
  
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  Target-Driven Mindset: Consistently achieve sales and conversion targets.

  
  
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  Time Management: Prioritize leads and manage calling schedules efficiently.

  
  
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  Problem-Solving: Address client objections and resolve queries professionally.