Outbound Executive

1 - 4 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Purpose:


Roles & Responsibilities:

  • Make outbound welcome calls to newly opened NR accounts.

  • Verify customer details, explain account features, services, and digital banking options.

  • Educate customers about NR products: NRE/NRO accounts, Term Deposits, Remittances, Insurance, Investments, etc.

  • Generate leads and drive cross-sell of suitable NR banking products.

  • Ensure compliance with bank policies, KYC norms, and documentation requirements.

  • Resolve customer queries professionally and ensure high customer satisfaction.

  • Achieve daily/weekly call targets, lead conversions, and sales KPIs.

  • Maintain call logs, follow-up records, and update CRM systems accurately.

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