Sr. Telesales - BFSI (Female Only) Job Description Template

The Senior Telesales Executive (Female Only) in our BFSI sector will be responsible for engaging prospective clients over the phone, understanding their financial needs, and providing suitable financial products and services. This role demands excellent communication skills, a proactive approach, and the ability to meet and exceed sales targets.

Responsibilities

  • Engage prospective clients via phone calls.
  • Understand client financial needs and offer appropriate solutions.
  • Maintain and update client records in the CRM system.
  • Achieve and exceed sales targets on a consistent basis.
  • Develop and maintain strong client relationships.
  • Provide clients with detailed information on available financial products.
  • Follow up with clients to ensure satisfaction and address any concerns.
  • Collaborate with the sales team to strategize for lead generation.

Qualifications

  • Bachelor’s degree in Business, Finance, or a related field.
  • Minimum of 5 years of telesales experience, preferably in BFSI.
  • Proven track record of achieving sales targets.
  • Excellent verbal communication and interpersonal skills.
  • Ability to understand and explain financial products and services.
  • Strong negotiation and problem-solving skills.
  • High degree of professionalism and customer service.

Skills

  • Telesales
  • Customer Relationship Management (CRM) software
  • Sales Techniques
  • Financial Product Knowledge
  • Communication
  • Negotiation
  • Lead Generation
  • Customer Service

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Frequently Asked Questions

A Senior Telesales professional in the BFSI sector is responsible for engaging with potential and existing customers over the phone to sell banking, financial services, and insurance products. They build relationships, understand customer needs, and provide tailored solutions. Duties include lead generation, sales conversion, handling inquiries, and meeting sales targets while ensuring compliance with industry regulations.

To become a Senior Telesales professional in BFSI, a candidate typically needs a background in sales, especially in the banking, financial services, or insurance industries. A bachelor's degree in finance, marketing, or related fields is often preferred. Experience in telesales, strong communication skills, and a thorough understanding of financial products are crucial. Continuous professional development and certifications in relevant financial areas can also be beneficial.

The average salary for a Senior Telesales position in the BFSI sector varies depending on factors like geographical location, experience level, and the company's size. Typically, it includes a base salary and performance-based incentives or commissions linked to sales targets. Moreover, benefits such as bonuses, health insurance, and retirement plans may also enhance the total compensation package.

For a Senior Telesales role in BFSI, qualifications generally include a bachelor’s degree in finance, business, or marketing. Employers often look for candidates with a proven track record in sales, exceptional communication skills, and in-depth knowledge of financial products. Certifications in sales techniques or financial services can further increase job prospects. Strong customer service skills and the ability to work under pressure are also important.

A Senior Telesales professional in BFSI must possess strong communication and negotiation skills to effectively engage clients over the phone. Responsibilities include generating leads, closing sales, and exceeding sales targets. They must also manage client relationships, maintain detailed records, and provide excellent customer service. Familiarity with CRM software, financial products, and compliance standards is essential to succeed in this role.