Customer Service Specialist (Telecaller)

1 - 4 years

2 - 3 Lacs

Posted:1 week ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

1. Lead Qualification and Conversion

  • Outbound Calling:

    Conduct a high volume of daily outbound calls to warm and cold leads provided by the marketing and sales departments.
  • Objection Handling:

    Confidently address customer queries, concerns, and objections related to EV investment, finance, and asset management.
  • Lead Management:

    Diligently track, manage, and update the status of all leads in the CRM system, ensuring a healthy pipeline.

2. Customer Engagement and Follow-up

  • Pitch Delivery:

    Deliver engaging and concise tele-pitches that educate potential customers.
  • Documentation:

    Coordinate with the sales team to ensure all necessary investment documentation (KYC, Agreement forms) is accurately completed by the customer.
  • Follow-up:

    Execute timely follow-ups via phone, WhatsApp, and email to nurture leads and accelerate the sales cycle to meet monthly closing targets.

3. Performance and Reporting

  • Target Achievement:

    Consistently meet or exceed weekly and monthly sales targets.
  • Reporting:

    Prepare daily and weekly reports on call activity, conversion rates, and pipeline health for the Sales Manager.

Preferred candidate profile

  • Experience:

    1-3 years of proven experience in tele-sales, outbound calling, or telesales of financial products (e.g., insurance, mutual funds, credit cards) or high-value assets (e.g., real estate, gold investments).
  • Language Skills:

    Excellent communication and persuasion skills.
  • Technical Skills:

    Proficiency in using CRM software (e.g., Salesforce, Zoho, or similar) and MS Office Suite (Excel).

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