The Role
Conduct outbound calls to promote financial products, identify customer needs, recommend suitable offerings, follow up with leads, and convert inquiries into sales. Maintain CRM records, support customer onboarding, monitor call and sales KPIs, follow compliance guidelines, and participate in training. The role requires strong communication, target orientation, basic computer skills, shift flexibility, and a customer-focused approach.
Summary Generated by Built In
Posting Title: Tele Sales Executive
Industry: Financial Services
Salary: ₹0 - 3 L
Work Experience: 0-1 year
Required Skills: Communication
Summary:
We are seeking a motivated and dynamic Tele Sales Executive to join our growing team in the financial services sector. This role is ideal for a recent graduate or early-career professional eager to build a foundation in sales and customer engagement within a fast-paced, client-driven environment. As a Tele Sales Executive, you will play a pivotal role in driving customer acquisition and retention by proactively reaching out to potential clients via phone to promote financial products such as insurance, investment plans, and savings accounts. Your ability to communicate clearly, build rapport, and understand client needs will directly contribute to the company’s revenue growth and market expansion. This position offers structured training, performance-based incentives, and a clear career progression path within the financial services domain.
Responsibilities:
- Conduct outbound calls to prospective clients to introduce and promote financial products and services.
- Identify client needs through effective questioning and provide tailored product recommendations.
- Maintain accurate and up-to-date records of all client interactions in the CRM system.
- Follow up with leads to convert inquiries into successful sales conversions.
- Collaborate with the sales and support teams to ensure seamless customer onboarding.
- Monitor and report on daily sales performance, call metrics, and key KPIs.
- Adhere to compliance standards and regulatory guidelines in all customer communications.
- Participate in regular training sessions to enhance product knowledge and sales techniques.
Requirements
- 0–1 year of experience in sales, customer service, or a related field (freshers are encouraged to apply).
- Strong verbal and written communication skills in English and regional language(s) as applicable.
- Ability to work independently, meet daily targets, and thrive in a performance-driven environment.
- Basic computer literacy and familiarity with CRM tools and Microsoft Office Suite.
- Positive attitude, resilience, and a customer-centric mindset.
- Willingness to work in shifts, including evenings and weekends, as required.
- High school or equivalent qualification; graduation in any discipline is preferred.
Benefits
- Performance-based incentives and commission structure
- Structured onboarding and continuous training programs
- Clear career progression path within the financial services domain
- Opportunity to work with leading financial products and services
- Recognition and rewards for top performers
- Health and wellness benefits (as applicable)
- Access to professional development resources and certifications
Skills Required
- 0-1 year of experience in sales, customer service, or a related field; freshers are encouraged to apply.
- Strong verbal and written communication skills in English and applicable regional languages.
- Ability to work independently, meet daily targets, and thrive in a performance-driven environment.
- Basic computer literacy and familiarity with CRM tools and Microsoft Office Suite.
- Positive attitude, resilience, and a customer-centric mindset.
- Willingness to work in shifts, including evenings and weekends, as required.
- High school or equivalent qualification.
- Graduation in any discipline.
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The Company
What We Do
Finseich is an Indian financial-services company that helps schools, SMEs, warehouses, hospitals, vendors, and other businesses access sensible, structured capital. It works with clients to understand their operations and design practical financing facilities, including school infrastructure loans, SME working-capital finance, corporate term and growth loans, vendor and invoice financing, and receivables-backed solutions, while supporting loan enablement and financial advisory for growing institutions and enterprises.
