Tele Sales Executive

Finseich; Bhiwadi; On-site; INR 180,000 - 300,000; Full time

Benefits offered by this job

Performance-based incentives

Structured onboarding

Career progression

Health benefits

Certifications support

Job summary

Finseich in India seeks a Tele Sales Executive to build a foundation in sales within the financial services domain. The role focuses on outbound calls to promote insurance, investment plans, and savings accounts, with clear career progression and structured onboarding.

You will identify client needs, maintain CRM records, follow up leads, and collaborate with sales and support teams to ensure smooth onboarding. Fresh graduates encouraged; shift-based work including evenings and weekends.

Qualifications

• 0–1 year of experience in sales or customer service, freshers welcome.
• Strong English and regional language communication.
• Ability to work independently and meet daily targets in a target-driven environment.
• Basic computer literacy and familiarity with CRM tools.
• Willingness to work in shifts, including evenings and weekends.
• High school or equivalent qualification; graduation preferred.

Responsibilities

• Conduct outbound calls to prospective clients to promote financial products and services.
• Identify client needs and provide tailored product recommendations.
• Maintain accurate records of all client interactions in the CRM system.
• Follow up with leads to convert inquiries into sales.
• Collaborate with sales and support teams for smooth onboarding.
• Monitor daily sales performance, call metrics and KPIs.
• Adhere to compliance standards in all communications.
• Participate in regular training to enhance product knowledge and sales techniques.

Skills

Verbal communication

Written communication

CRM tools

MS Office

English and regional language

Education

High school or equivalent

Graduate preferred

Tools

CRM software

Microsoft Office Suite

Job description

We are seeking a motivated and dynamic Tele Sales Executive to join our growing team in the financial services sector. This role is ideal for a recent graduate or early‑career professional eager to build a foundation in sales and customer engagement within a fast‑paced, client‑driven environment. As a Tele Sales Executive, you will play a pivotal role in driving customer acquisition and retention by proactively reaching out to potential clients via phone to promote financial products such as insurance, investment plans, and savings accounts. Your ability to communicate clearly, build rapport, and understand client needs will directly contribute to the company’s revenue growth and market expansion. This position offers structured training, performance‑based incentives, and a clear career progression path within the financial services domain.

Responsibilities

• Conduct outbound calls to prospective clients to introduce and promote financial products and services.
• Identify client needs through effective questioning and provide tailored product recommendations.
• Maintain accurate and up‑to‑date records of all client interactions in the CRM system.
• Follow up with leads to convert inquiries into successful sales conversions.
• Collaborate with the sales and support teams to ensure seamless customer onboarding.
• Monitor and report on daily sales performance, call metrics, and key KPIs.
• Adhere to compliance standards and regulatory guidelines in all customer communications.
• Participate in regular training sessions to enhance product knowledge and sales techniques.

Requirements

• 0–1 year of experience in sales, customer service, or a related field (freshers are encouraged to apply).
• Strong verbal and written communication skills in English and regional language(s) as applicable.
• Ability to work independently, meet daily targets, and thrive in a performance‑driven environment.
• Basic computer literacy and familiarity with CRM tools and Microsoft Office Suite.
• Positive attitude, resilience, and a customer‑centric mindset.
• Willingness to work in shifts, including evenings and weekends, as required.
• High school or equivalent qualification; graduation in any discipline is preferred.
• Performance‑based incentives and commission structure.
• Structured onboarding and continuous training programs.
• Clear career progression path within the financial services domain.
• Opportunity to work with leading financial products and services.
• Recognition and rewards for top performers.
• Health and wellness benefits (as applicable).
• Access to professional development resources and certifications.