Telecaller

Bankkeeping

Mission

To engage promptly and professionally with inbound leads, nurture them through consistent

follow-ups, qualify prospects, and pass sales-ready opportunities (SQLs) to the sales team.

Key Outcomes (What success looks like)

1. Lead Follow-Up – Call 100% of SEO/digital marketing-generated leads within 10

minutes of capture .

2. Nurturing – Maintain regular structured follow-ups (minimum 6–8 touchpoints per lead

across 1 week).

3. Qualification – Convert at least 30% of MQLs into SQLs by applying qualification

frameworks (budget, authority, need, timeline).

4. Handover to Sales – Pass 100% of SQLs to sales reps with detailed notes in CRM;

ensure zero leakage.

5. Pipeline Hygiene – Update CRM after every call, with status and next action clearly

mentioned.

6. Call Discipline – Achieve a daily average of 50+ productive calls with prospects.

7. Feedback Loop – Share recurring lead quality issues with the marketing/SEO team

weekly to improve targeting.

Competencies (Skills & Behaviours)

● Communication Skills – Clear, confident, and persuasive on the phone.

● Persistence – Follows up diligently without being pushy.

● Listening Ability – Understands client needs, objections, and intent signals.

● Qualification Mindset – Can differentiate between interest vs intent.

● CRM Discipline – Comfortable using CRM tools (Salestown or equivalent).

● Team Orientation – Works closely with sales reps, hands over leads seamlessly.

● Metrics Driven – Thrives on call targets, conversion ratios, and lead outcomes.

Cultural Fit (Bankkeeping Values)

● Client Respect – Handles every call with professionalism and empathy.

● Ownership – Sees each lead as responsibility until handover.

● Collaboration – Acts as the bridge between marketing and sales.

● Integrity – Maintains honesty in call logs, reports, and lead status.

Reporting Structure

● Reports to: Sales Manager / Founders

● Works closely with: Digital Marketing team, Lead Generation Associate, Sales

Executives

Candidates can also send their CVs at hr@bankkeeping.com