Telesales Executive

Job Description – Tele Sales Executive

Company: Potoos
Department: Sales & Business Development
Job Type: Full-time
Location: Chennai
Experience: 1–3 years (Freshers with excellent communication and sales aptitude may also apply)

About Potoos

Potoos is a research and financial education company focused on helping individuals understand financial markets and make informed decisions.

Through our two business divisions, we offer:

• Potoos Research Services: SEBI-registered research services providing market research and insights across equity and derivatives segments.
• Potoos Academy: Financial market education programmes designed to help beginners understand the stock market, develop market awareness and build informed decision-making skills.

We are looking for an energetic and result-oriented Tele Sales Executive to manage customer interactions, generate conversions and support the growth of both divisions.

Role Overview

The Tele Sales Executive will be responsible for handling inbound and outbound leads, understanding customer requirements, explaining our services and converting qualified prospects into paying subscribers or training participants.

The role involves selling two different offerings:

• Research subscriptions for individuals interested in market research and insights.
• Financial market training programmes for individuals looking to learn about the stock market.

The candidate should be comfortable speaking with prospective customers, handling objections, conducting systematic follow-ups and achieving monthly sales targets.

Key Responsibilities1. Research Services – Sales

• Contact prospective customers generated through digital marketing campaigns, referrals and other channels.
• Understand the customer's trading experience, market interests and requirements.
• Explain Potoos Research Services, subscription offerings, features and pricing.
• Clearly communicate the scope and limitations of research services.
• Address frequently asked questions regarding subscriptions, onboarding, payments and service delivery.
• Follow up with interested prospects and convert leads into paid subscribers.
• Coordinate with the operations team to ensure smooth customer onboarding.
• Maintain accurate lead information, interaction history and conversion status in the CRM.

2. Training Division – Sales

• Handle enquiries for Potoos Academy training programmes.
• Explain the course structure, duration, learning objectives and expected outcomes.
• Communicate the value of the programme to beginners and individuals interested in understanding financial markets.
• Identify prospective students based on their learning requirements and interest.
• Follow up with interested candidates and drive enrolments.
• Handle objections related to course fees, time commitment and learning outcomes.
• Coordinate with the training team for batch schedules, enrolment and participant onboarding.

3. Lead Management & Customer Engagement

• Handle inbound enquiries and outbound calling activities.
• Respond to leads received through WhatsApp, website forms, social media and advertisements.
• Maintain regular follow-ups until the lead is converted or closed.
• Update all interactions, follow-up dates and lead statuses in the CRM.
• Ensure timely responses to customer enquiries.
• Escalate complex queries to the relevant department.
• Share regular sales reports and conversion updates with the management team.

Skills & Qualifications

• Excellent verbal communication and interpersonal skills.
• Fluency in Tamil and English is essential. Knowledge of Hindi will be an advantage.
• Good convincing, negotiation and objection-handling skills.
• Ability to understand customer requirements and communicate product value.
• Comfortable making outbound calls and handling inbound enquiries.
• Basic understanding of stock markets and financial products is preferred.
• Familiarity with WhatsApp Business, CRM systems and Google Sheets.
• Self-motivated, disciplined and target-oriented.
• Ability to manage multiple leads and follow-ups systematically.

Performance Metrics (KPIs)

The candidate's performance will be evaluated based on:

• Number of leads contacted.
• Lead response time.
• Number of meaningful customer conversations.
• Lead-to-sale conversion ratio.
• Revenue generated from research subscriptions.
• Number of training enrolments.
• Follow-up discipline and CRM accuracy.
• Customer experience and onboarding quality.

Ideal Candidate Profile

We are looking for someone who:

• Enjoys interacting with people and understands the art of selling.
• Can explain products and services in simple language.
• Is comfortable speaking with beginners who may have limited knowledge of financial markets.
• Has the patience to nurture leads rather than simply make sales calls.
• Takes ownership of sales targets and follows up consistently.
• Is willing to learn about financial markets and financial education.

Prior experience in telecalling, inside sales, educational sales, financial services or subscription-based businesses will be an advantage.

What We Offer

• Opportunity to work in the financial services and financial education industry.
• Exposure to two growing business verticals.
• Product and domain-specific training.
• Performance-linked incentives in addition to fixed compensation.
• Opportunity to grow into a Sales Team Lead or Business Development role.

Compensation: Fixed salary + Performance-based incentives (based on experience and suitability).

Apply Now

If you enjoy talking to people, building relationships and converting opportunities into business, we would love to hear from you.

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

• Cell phone reimbursement

Work Location: In person