Required Telecaller - Coimbatore

Key Responsibilities:

1. Outbound Calling and Lead Generation:

• Initiate outbound calls to potential and existing customers using provided data lists or CRM tools.
• Present and promote various insurance and financial products (such as life insurance, health insurance, motor insurance, personal loans, home loans, credit cards, etc.).
• Explain the benefits, features, and terms of policies and financial services in a simple and understandable manner.
• Generate leads and schedule appointments for the sales team or direct sales conversion depending on the campaign.

2. Customer Interaction and Engagement:

• Establish a rapport with customers to understand their needs and financial requirements.
• Maintain a polite, empathetic, and professional tone during all interactions.
• Answer customer questions regarding policy terms, claims process, payment methods, and other relevant information.
• Follow up with potential leads and past contacts to ensure continuous engagement and conversion.

3. Database Management and Reporting:

• Accurately maintain records of calls, customer interactions, leads, and follow-up schedules in the CRM or call management system.
• Update call logs, enter important details after each call, and ensure all data entries are accurate and up-to-date.
• Prepare daily, weekly, and monthly call reports for performance analysis and campaign assessment.

4. Sales Support and Coordination:

• Collaborate with field sales teams and other departments to ensure smooth customer onboarding.
• Coordinate with underwriters, policy processing departments, and customer service teams as needed.
• Assist in gathering documentation and information from customers for policy issuance or financial product processing.

5. Meeting Performance Targets:

• Work towards achieving daily, weekly, and monthly targets in terms of call volume, lead conversion, and sales closures.
• Demonstrate a consistent performance with respect to quality and quantity benchmarks defined by the management.
• Adapt strategies based on feedback and performance evaluations to enhance conversion rates.