Customer Engagement Executive

IRIS Business Services Limited; Navi Mumbai; On-site; INR 300,000 - 450,000; Full time

Job summary

IRIS RegTech Solutions Limited invites applications for a Customer Engagement Executive in Turbhe, Navi Mumbai (Work from office). The role focuses on telesales, lead conversion, and revenue growth across our financial product portfolio (loans, credit cards, insurance).

You will be target-driven, fluent in Hindi and English, with strong persuasion and negotiation over the phone, and comfortable using CRM, Excel, and MS Office to manage pipelines.

Qualifications

• Sales role with targets and revenue focus.
• Experience with lead conversion and CRM.
• Proficiency with CRM and MS Office tools.

Responsibilities

• Convert inbound/outbound calls into qualified leads and closed sales.
• Pitch and sell financial products, handling objections to close deals.
• Meet or exceed daily/monthly sales and conversion targets.
• Qualify leads using credit/eligibility knowledge to prioritize opportunities.
• Schedule and close client meetings for the field/sales team to speed closures.
• Track pipeline and conversions in CRM to prevent revenue leakage.
• Build rapport with clients to drive referrals and repeat business.

Skills

Sales mindset

Persuasion

Negotiation

CRM experience

Lead qualification

Tools

Excel

Google Sheets

MS Office

Google Workspace

Job description

About IRIS

IRIS RegTech Solutions Limited (formerly IRIS Business Services Limited) is India's only listed RegTech SaaS provider, pioneering technology-driven regulatory and supervisory compliance solutions worldwide. Headquartered in Mumbai with subsidiaries across the U.S., Singapore, Malaysia, and Italy, IRIS serves over 30 regulators and 6,500 enterprises in 55 countries. The company is an active member of XBRL jurisdictions, including XBRL International, XBRL India, XBRL Europe, XBRL South Africa, and XBRL US. Recognized globally for its award-winning SupTech, RegTech, and DataTech platforms - including IRIS iFile, IRIS iDEAL®, IRIS CARBON®, and IRIS MSME - IRIS helps banking and financial sector regulators digitize supervision and enterprises and achieve seamless financial and ESG reporting.

About IRIS (continued)

IRIS' products are XII certified, ISO 27001:13 and SSAE 18 (SOC 1 Type 2) certified, ensuring industry leading security and reliability. Combined with deep expertise in XBRL, AI, and ML, IRIS delivers robust, high-quality regulatory data infrastructure that enhances transparency, strengthens governance, and supports sustainable growth across the financial ecosystem.

To read more about IRIS visit our website: www.irisregtech.com

Job Role:

Customer Engagement Executive

Work Location:

Turbhe, Navi Mumbai (Work from office)

Experience:

1 - 2 Years

Role Overview

We're looking for a target-driven Telesales Executive to drive lead conversion and revenue growth across our financial product portfolio (loans, credit cards, insurance etc). This is a sales-first role - the ideal candidate is someone who thrives on hitting numbers, converting conversations into closed sales, and building a strong client pipeline.

Key Responsibilities

• Convert inbound/outbound calls into qualified leads and closed sales, owning the funnel from first contact to conversion
• Pitch and sell financial products persuasively, handling objections confidently to move prospects forward
• Consistently meet or exceed daily/monthly sales and conversion targets
• Qualify leads using credit/eligibility process knowledge to prioritize high-conversion opportunities
• Proactively schedule and close client meetings for the field/sales team to accelerate deal closure
• Track pipeline, leads, and conversions rigorously in CRM to ensure no revenue leakage
• Build rapport with clients to drive referrals and repeat business

What We're Looking For

• A go-getter with a sales mindset - comfortable with targets, incentives, and performance pressure
• Strong persuasion and negotiation skills over the phone
• Working knowledge of credit/eligibility qualification process (BRE, CIBIL basics)
• Proficiency in Excel, Google Sheets, MS Office, and Google Workspace
• Hands-on experience with CRM tools for pipeline management
• Languages: Hindi & English. Additional regional languages a strong plus
• Prior experience selling Loans, Credit Cards, or Insurance strongly preferred

Awards Won By IRIS

Won recognition as Indias best Fintech at the Financial Express Best Banks Awards. an award that was presented to our CEO by Smt Nirmala Sitharaman, Finance Minister, Govt of India.

IRIS has been selected as the Best Tax Technology Service Provider 2022 in category National Taxation Awards at the prestigious TIOL Awards.

IRIS CARBON has won The Most Agile/Responsive SaaS Solution of the Year award at the 2022 SaaS Awards by Awarding and Consultancy International.

At IRIS CARBON, we are committed to creating a diverse and inclusive environment. We are an equal opportunity employer and welcome applicants from all backgrounds.