Telesales Officer

February 14, 2026
Application ends: May 15, 2026

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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