Tele Sales Executive

Job Summary:

We are seeking a highly motivated and energetic Tele Sales Executive to join our personal loan sales team. In this role, you will be responsible for making outbound calls to prospective customers , explaining the features and benefits of personal loan products , converting leads into sales, and maintaining ongoing client relationships. This position requires strong communication skills, a customer-focused approach, and a result-oriented mindset. It is a target-driven role ideal for individuals looking to build a career in the banking, financial services, or fintech industry.

Key Responsibilities:

1. Outbound Calling:

• Make a high volume of daily outbound calls to potential customers from the provided database.
• Explain the features, eligibility criteria, and benefits of personal loans clearly and persuasively.
• Follow a structured script or sales pitch while personalizing the conversation as per customer needs.
• Answer customer queries related to loan products, interest rates, repayment tenure, and documentation.

2. Lead Conversion & Sales Closure:

• Convince interested leads to proceed with the personal loan application.
• Understand the customer s financial requirements and offer the most suitable loan plan.
• Maintain a high conversion rate from inquiry to application.
• Follow up consistently with warm leads to close sales within expected timelines.

3. Target Achievement:

• Meet or exceed monthly and weekly sales targets for loan disbursements and revenue generation.
• Maintain productivity standards such as number of calls per day, lead conversion, and application submissions.
• Report daily performance metrics to the Team Leader/Sales Manager.

4. Customer Relationship Management:

• Build a strong rapport with customers during and after the sales process.
• Provide after-sales support by coordinating with back-end teams for document collection, verification, or issue resolution.
• Maintain customer satisfaction and ensure repeat business or referrals.
• Update customer details and interaction history in the CRM system.

5. Product Knowledge:

• Stay updated with the latest features of personal loan products, interest rates, eligibility norms, and competitor offerings.
• Understand risk and compliance guidelines related to loan products.
• Attend training sessions and sales meetings as required by the organization.

6. Documentation Support:

• Guide customers through the documentation process and eligibility checks.
• Coordinate with internal operations teams for document collection and application processing.
• Ensure complete and accurate submission of application forms and documents.

Required Skills and Competencies:

• Excellent Communication: Strong spoken and written communication skills in English and/or local languages.
• Sales Skills: Ability to persuade, negotiate, and close deals over the phone.
• Customer Service Orientation: Focus on building long-term customer trust and satisfaction.
• Time Management: Ability to handle high call volumes and prioritize follow-ups effectively.