TeleCaller - Financial Services - Only Females Job Description Template
As a TeleCaller in our Financial Services team, you will engage with potential clients through phone calls, explain our financial products, and convert leads into sales. This role is open to female candidates who possess strong interpersonal skills and a knack for sales. Your primary aim will be to foster relationships with clients and help them understand the value of our services.
Responsibilities
- Initiate outbound calls to potential customers to explain financial products and services.
- Answer incoming calls from prospective clients to discuss their needs and preferences.
- Maintain comprehensive records of all interactions and follow-ups with clients.
- Achieve daily, weekly, and monthly sales targets.
- Assist clients with queries and provide suitable solutions and recommendations.
- Collaborate with the sales team to align efforts and share insights on customer needs.
- Provide accurate and timely information to clients about product features, pricing, and promotions.
Qualifications
- High school diploma or equivalent; a degree in finance, business, or related field is a plus.
- Proven experience as a TeleCaller or in a similar sales/customer service role.
- Female candidates preferred due to job requirements.
- Excellent verbal communication and interpersonal skills.
- Ability to handle rejection and remain motivated.
- Strong organizational skills and attention to detail.
Skills
- Customer Relationship Management (CRM)
- Microsoft Office Suite
- Salesforce
- Effective Communication
- Time Management
- Problem-Solving
- Telemarketing
Frequently Asked Questions
A TeleCaller in Financial Services primarily engages with clients over the phone to provide information about financial products and services. They resolve customer inquiries, promote financial products such as loans, credit cards, or investment plans, and maintain customer records. Their goal is to enhance sales and ensure customer satisfaction by providing comprehensive service over the phone.
To become a TeleCaller in Financial Services, individuals typically need a high school diploma or equivalent. Strong communication skills, especially in regional languages or English, are crucial. Familiarity with financial products and customer service experience is beneficial. Training programs and on-the-job training are often provided by employers to develop product knowledge and telephone handling skills.
The average salary for a TeleCaller in Financial Services varies based on location, experience, and company size. Generally, entry-level positions offer competitive base salaries with potential incentives or commissions based on performance. Salaries can increase with experience and proven success in achieving sales targets, and many companies offer additional benefits such as bonuses and health insurance.
A TeleCaller role in Financial Services typically requires a high school diploma or equivalent. Strong communication skills are essential, and proficiency in regional languages can be advantageous. Some employers may prefer candidates with prior customer service or telemarketing experience. Knowledge of financial products and services is beneficial but can often be acquired through company training programs.
Key skills for a TeleCaller in Financial Services include excellent verbal communication, good listening abilities, and persuasive sales techniques. They should be able to manage stress and handle rejection. Responsibilities include calling potential and existing customers, explaining financial products, capturing customer data, handling queries, and achieving sales targets. Familiarity with CRM software is also advantageous in managing customer relations.