Designation: Business Enhancement Unit-Tele Sales Officer
Position description: Responsible for sales closure through Tele calling and leads generated of all asset & liability products by Internal & External lead channels.
Primary Responsibilities:
Process Management:
Follow the process & adhere to the guidelines of the Channel.
Code of Conduct and other compliances to be followed strictly as downloaded during trainings and at regular team meetings.
Adhering to the required system login & Dialer hygiene parameters (TOS / Wrap / Talk time) for the day / month.
Maintain Call & business Productivity.
Ensure adherence to Call information management guidelines to eliminate / minimize customer complaints related to misinformation / misrepresentation.
Adhere to the business performance in terms of call coverage, database and lead management, appointments fixed, business in hand, logins, disbursements, hygiene parameters -complaints and sourcing mix
Target v/s Achievement:
The prime KRA is to meet the business targets set for the Month / Year and maintain productivity benchmarks.
identify the right product for customers and ensure sales closure.
Quality Management:
Understanding the exact customer’s needs & selling the right product to the customer.
Effective interaction / communication to be done with customer.
Ensure proper tagging & dispositions of leads & database called on Dialer systems.
Tele Sales Officer to work on the feedback shared by the supervisor / training & quality manager on the quality of appointment fixed & communication with customer’s.
Cross sell different banks products to the customer as per the requirement.
Ensure adherence to the processes laid down for call management, lead management, database management and customer management.
Attend the Product, soft skills, process training programs and refreshers through SCC & product teams.
Additional Responsibilities:
Any other task assigned by seniors from time to time.
Educational qualifications preferred
Category: Bachelor’s Degree, Master’s Degree
Required work experience
Industry: BFSI
Role: Fresher/Sales
Years of experience: 0 to 1
Required Competencies:
Sales and Influencing Skills
Banking Product & Process Knowledge
Communication
Knowledge of Competition & Current trends in financial Industry.
Other:
Reporting Designation: Sales Manager
Reporting Department-Sub BU: Business Enhancement Unit
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