Telesales Associate

Salmon Group Ltd; Metro Manila; On-site; PHP 279,000 - 390,600; Full time

Job summary

Salmon Group Ltd in Metro Manila is seeking a Telesales Associate to engage potential clients, nurture leads, and transition them to Relationship Managers. You will play a vital role in eKYC processes and help achieve deposit targets.

The ideal candidate will have telesales experience, strong communication skills, and the ability to work with CRM tools. This position offers opportunities to engage with clients and enhance their trust and satisfaction.

Qualifications

• Experience in telesales or customer-facing roles, preferably in banking or finance.
• Strong communication and persuasion skills.
• Familiarity with KYC requirements is a plus.

Responsibilities

• Engage leads via calls or video calls to present product offerings.
• Conduct eKYC video calls and ensure accurate documentation.
• Maintain records of client interactions using a CRM tool.
• Achieve individual sales targets and contribute to team goals.

Skills

Telesales experience

Strong communication skills

Persuasion skills

CRM tools proficiency

Tools

CRM tools

Jira

Job description

About The Role – Telesales Associate

The Telesales Associate will engage with potential clients, nurturing leads generated through performance marketing or referrals to close sales or seamlessly transition leads to Relationship Managers. They will play a vital role in eKYC processes and help achieve deposit targets.

Key Responsibilities

• Lead Engagement and Conversion
  • Contact leads via calls or video calls and present product offerings effectively.
  • Conduct eKYC video calls and ensure accurate documentation.
  • Close leads independently or coordinate handovers to RMs for high-net-worth clients.
• CRM and Process Adherence
  • Maintain accurate records of all client interactions and progress using the CRM tool.
  • Adhere to compliance protocols and ensure all activities meet banking regulations.
• Performance and Collaboration
  • Achieve individual sales targets and contribute to team goals.
  • Provide feedback to the Team Leader on lead quality and conversion opportunities.
• Customer Service Excellence
  • Build strong rapport with clients, addressing inquiries and concerns professionally.
  • Uphold a high standard of customer service to enhance client trust and satisfaction.

Qualifications

• Previous experience in telesales or customer-facing roles, preferably in banking or finance.
• Strong communication and persuasion skills.
• Ability to work with CRM tools, with familiarity in Jira being a plus.
• Knowledge of KYC requirements is an advantage.
• Results-driven, organized, and adaptable to a fast-paced environment.