Tele Sales Executive (Financial Services)

Octanom Tech; Mumbai; On-site; INR 200,000 - 320,000; Full time

Job summary

Octanom Tech is seeking a Telesales Executive (Financial Services) in Mumbai to engage new and existing customers by phone, promote products, and generate leads for the sales team.

The role requires 1–2 years of telesales experience, strong communication, and the ability to meet sales targets while maintaining data confidentiality. This is a full-time position based in Mumbai with standard office working hours.

Qualifications

• 1–2 years in telesales or telecalling.
• Clear, confident communication and strong persuasion skills.
• Ability to handle rejection and stay motivated.
• Good organisation and time management.
• Comfortable with MS Office; CRM or telecalling software experience is a plus.

Responsibilities

• Make outbound sales calls using campaign scripts.
• Understand customer needs and suggest the right products or services.
• Generate leads and book follow-up calls or meetings for the sales team.
• Upsell and cross-sell where it fits.
• Log every call and customer update accurately in the CRM.
• Collect customer feedback and pass issues to the right team.
• Meet daily, weekly, and monthly call and sales targets.
• Follow do-not-call rules and keep customer data confidential.

Skills

Telesales

Communication skills

Persuasion

Time management

Organisational skills

Cold calling

Education

High school diploma or equivalent

Tools

CRM software

MS Office

Job description

Telesales Executive (Financial Services)

Type: Full-time | Experience: 1-2 years

About the role

Youll call new and existing customers over the phone to sell our products and services, answer their questions, and generate leads for the sales team.

What youll do

• Make outbound sales calls using campaign scripts
• Understand customer needs and suggest the right products or services
• Generate leads and book follow-up calls or meetings for the sales team
• Upsell and cross-sell where it fits
• Log every call and customer update accurately in the CRM
• Collect customer feedback and pass issues to the right team
• Meet daily, weekly, and monthly call and sales targets
• Follow do-not-call rules and keep customer data confidential

What we’re looking for

• 1–2 years in telesales or telecalling
• Clear, confident communication and strong persuasion skills
• Ability to handle rejection and stay motivated
• Good organisation and time management
• Comfortable with MS Office; CRM or telecalling software experience is a plus
• High school diploma or equivalent (sales or customer service training is a plus)