Telecalling sales executive

Job Title: Telecalling Sales Executive

Company: Credzone Financial Consultant LLP

Role Description

The Telecalling Sales Executive is a full-time, on-site role based in the Pune Division. This role involves making outbound and responding to inbound calls to prospective and existing clients, explaining financial products and services, and generating leads and conversions. The Telecalling Sales Executive will maintain call records, follow up on inquiries, and support clients through the application and onboarding processes. The role also includes meeting defined sales targets, working closely with the sales and operations teams, and providing clear, professional communication that supports a positive client experience.

Key Responsibilities

• Make outbound and respond to inbound calls.
• Explain financial products and services.
• Generate leads and conversions.
• Maintain call records.
• Follow up on inquiries.
• Support clients through the application and onboarding processes.
• Meet defined sales targets.
• Work closely with the sales and operations teams.
• Provide clear, professional communication.

Qualifications

• Strong verbal communication and active listening skills.
• Ability to explain financial products clearly and confidently over the phone.
• Customer service and relationship-building skills.
• Ability to handle queries and resolve concerns.
• Maintain a professional, client-friendly approach.
• Basic sales and negotiation skills.
• Lead generation.
• Follow-up discipline.
• Target-oriented working habits.
• Fundamental computer and documentation skills.
• Working with call logs, spreadsheets, CRM tools, or similar systems.
• High school diploma or bachelor’s degree in any field.
• Prior experience in telecalling, sales, or financial services is an advantage.
• Strong work ethic.
• Reliability.
• Ability to work on-site in the Pune Division.
• Focus on achieving individual and team goals.