Telecalling Executive

Probus Insurance Broker; Indore District; On-site; INR 4,50,000 - 6,75,000; Full time

Job summary

A financial services firm based in India is looking for an Inside Sales Executive to make outbound calls to prospective customers for Mutual Fund and Loan products. The ideal candidate should have good communication skills in Hindi, strong persuasion and negotiation abilities, and a target-driven approach. Experience in telecalling or inside sales is preferred. You will maintain call records, update leads in CRM, and coordinate with the sales team for closures.

Qualifications

• Prior experience in telecalling or inside sales within the financial services sector.
• Working knowledge of English preferred.
• Basic computer and CRM knowledge preferred.

Responsibilities

• Make outbound calls to prospective customers for Mutual Fund and Loan products.
• Explain product features, benefits, and eligibility criteria clearly to customers.
• Understand customer requirements and recommend suitable financial products.
• Generate and follow up on leads to achieve conversion targets.
• Maintain accurate call records and update lead status in CRM or tracking systems.
• Coordinate with the sales team for closures and documentation.
• Handle customer queries and provide appropriate information.

Skills

Communication skills in Hindi

Negotiation skills

Persuasion skills

Target-driven approach

Job description

Job Responsibilities

• Make outbound calls to prospective customers for Mutual Fund and Loan products
• Explain product features, benefits, and eligibility criteria clearly to customers
• Understand customer requirements and recommend suitable financial products
• Generate and follow up on leads to achieve conversion targets
• Maintain accurate call records and update lead status in CRM or tracking systems
• Coordinate with the sales team for closures and documentation
• Handle customer queries and provide appropriate information

Key Skills & Requirements

• Good communication skills in Hindi; working knowledge of English preferred
• Prior experience in telecalling or inside sales within the financial services sector
• Strong persuasion, negotiation, and follow-up skills
• Target-driven and result-oriented approach
• Basic computer and CRM knowledge preferred