Job Description

#

Team Leader-Outbound Phone Banking

Corporate 1100-Corporate Office, Bangalore, Karnataka, India








Department
CORPORATE PHONE BANKING
Job posted on
Dec 10, 2025
Employment type
Permanent

POSITION DESCRIPTION














JOB TITLE

Team Leader - Outbound Phone Banking

GRADE

M











DEPARTMENT

Phone Banking

LOCATION

HO











SUB-DEPARTMENT



TYPE OF POSITION

Full-time











REPORTS TO

Specialist-Outbound Phone Banking

REPORTING INTO

Officers/Senior officers Phone Banking -Outbound

















ROLE PURPOSE & OBJECTIVE



Responsible for managing a team of 15 to 20 Officers & Senior Officers of Outbound customer service Sales lead generation through various campaigns targeted on outbound sales calling for new customer acquisition. Track conversion across campaigns and products. Assists internal verticals in understanding sales opportunities and generate leads across product lines. Conduct basic training for tele callers for their campaigns.







SIZE OF THE ROLE



FINANCIAL SIZE

NON-FINANCIAL SIZE



NA

NA







KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business/ Financials

Monthly target adherence Increase lead conversion from cross selling Value Generation from campaigns Regular follow up with business team and coordinating with branches and other alternate channels Design new campaigns

Customer (Both Internal & External)

Market available training opportunities to employees and provide necessary information Provide performance feedback to team members & responsible for the professional development of the members. Customer retention checks. Conduct basic training for tele callers for their campaigns.

Internal Process

Develop models for improving sales lead generation through various campaigns. Attrition & Shrinkage to be managed within the existing parameters. Assists Businesses with understanding sales opportunities.

Innovation & Learning

Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self and for the team. Ensure weekly reviews are conducted with the team. Awareness of standards and best practices of peers in the banking industry Maintain adequate knowledge of company products, services & processes







MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS







Educational Qualifications



Graduate in any discipline







Experience(Years and Core Experience Type)

2+ years of work experience in sales, service, helpdesk, or tele-calling preferably







Certifications

NA









Functional Skills

Relationship Management Business Management Customer Relationship Upselling and Cross Selling







Behavioral Skills

Good communication skills - both oral and written Good interpersonal management skills Problem solving skills Decision making ability







Competencies

Banks Product Knowledge Planning and Organizing Skills Sales and Influencing Skills Awareness of Banking regulations















KEY INTERACTIONS



INTERNAL

EXTERNAL



Operations team Branch team Products team Service Quality Deliverables team NA





PREPARED BY : Carmel

DATE : 06-05-2023



REVIEWED BY : Paromita Maheshwar

DATE : 06-05-2023



LAST UPDATED BY : TM Team

DATE : 18-05-2023