Telecaller Outbound

Telesales Executive – Credit Card / Loan / Demat / Savings Account Job Description

Job Title

Telesales Executive / Telecaller – Banking & Financial Products

Department

Sales / Banking / Financial Services

Job Summary

A Telesales Executive is responsible for contacting customers over phone calls to sell banking and financial products such as credit cards, personal loans, business loans, Demat accounts, and savings accounts. The role involves lead generation, customer handling, product explanation, and achieving sales targets.

Key Responsibilities

• Make outbound calls to prospective customers

• Explain features and benefits of:

  • Credit Cards

  • Personal Loans

  • Business Loans

  • Demat & Trading Accounts

  • Savings Accounts

• Generate and convert leads into sales

• Assist customers with KYC and account opening process

• Handle customer queries and objections professionally

• Follow up with interested customers

• Maintain customer records in CRM/Excel

• Achieve daily and monthly sales targets

• Cross-sell financial products like insurance, mutual funds, IPOs, etc. (jobs.klimb.io)

Required Skills

• Good communication skills

• Convincing and negotiation skills

• Basic banking/financial knowledge

• Target-oriented attitude

• Customer handling ability

• Computer & CRM knowledge

• Hindi & English speaking preferred

Qualification

• 12th Pass / Graduate

• Freshers and experienced both can apply

• Banking or telesales experience preferred

Salary

• ₹15,000 – ₹30,000 per month

• Incentives and performance bonus extra

• It is a Full Time Telesales / Telemarketing job for candidates with 0 - 6+ years Experience.