Telesales Officer
Job Description
JOB DETAILS
REQUIREMENTS
- Effective communication and persuasive skills
- Customer focussed and target driven mindset
- Ability to convince clients on call
- Good interpersonal skills and ability to hold client’s attention on call
- Good negotiation and objection handling skills
- Familiarity with CRM systems and MS Office
- Basic understanding of financial products
- 1-3 years of sales or telesales within the financial services industry
- Prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products such as Mutual Funds, Insurance, equity, fixed-income (bonds) preferred
- Other industry relevant telesales experience such as real estate / assets can be considered
- Bachelor degree / MBA
RESPONSIBILITIES
- Upgrade our existing client’s by upsizing current funding and deepening the relationship
- Provide eligible leads to the field sales team and ensure all agreed predefined paraments are met
- Meet & exceed primary sales targets set on opening NTB accounts, funding of these accounts & upgrade of existing clients, at the same time meeting other important KPIs
- Ensure updating of complete KYC details for the originated accounts
- Work with internal teams, field sales team to identify opportunities which can help increase lead conversion & positively impact other KPIs
- Assist our client’s client in meeting any identified investment and insurance need by referring him to on Investment Professional
- Keep abreast of current economic environment and capital markets, to have meaningful discussions with our client’s NTB prospects and optimize acquisition effectiveness
- Deliver on the score card parameters for improving NTB acquisition, Client Penetration, qualified funding, profiling & client retention
- Calling on adhoc base for performing service-related tasks, as assigned by bank
- Deliver consistent and best-in-class customer service
- Meet the compliance and controls standards set by our client.
- Ensure 100% adherence to Code of Conduct
- Ensure 100% adherence to “Sales Do’s and Don’ts”
- Maintains updated knowledge of bank’s products and processes and is able to offer a high quality sales experience
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