to support sales initiatives, manage bank and customer queries, drive lead follow-ups, and ensure alignment with organizational goals. The ideal candidate will excel in sales coordination, telecalling, lead management, customer relationship building, and resolving escalated issues to deliver a superior customer experience.
Key Responsibilities
Telecalling & Sales Support
Participate proactively in telecalling activities to ensure alignment with process goals and targets.
Execute effective tele-selling strategies to convert leads into sales.
Upsell services and solutions to existing and potential customers.
Work closely with the sales team to implement telecalling and sales conversion strategies.
Lead Pipeline Monitoring
Monitor the lead pipeline and ensure that all potential leads are followed up promptly.
Maintain strict follow-up discipline to improve conversion and reduce lead leakage.
Track lead status and ensure effective progression through the sales funnel.
Coordination & Relationship Building
Collaborate with Branch teams, LHOs, and other stakeholders to support customer servicing and lead generation.
Build strong relationships with customers and bank representatives to generate more leads and business opportunities.
Customer Support & Issue Resolution
Resolve customer complaints and queries escalated by team members, ensuring satisfactory outcomes.
Act as a bridge between customers, banks, and internal teams for quick resolution and service excellence.
Database & Documentation Management
Maintain the customer / lead database accurately by recording interactions, contact details (customers and bank managers), and relevant information as per the process requirements.
Use MS Office / CRM tools effectively to track and manage leads and sales activities.
Required Skills & Qualifications
Essential:
Excellent communication skills (verbal & written).
Strong sales orientation with a focus on results and meeting targets.
Proficient in MS Office (Excel, Word) and CRM software for lead tracking and reporting.
Ability to manage multiple tasks and priorities efficiently.
Customer-centric approach with strong problem-solving abilities.
Preferred:
Experience in telecalling, sales coordination, or lead management.
Prior exposure to banking or financial services environment.
Key Competencies
Strong leadership and team-building skills
Motivational and positive attitude
High level of self-initiative and accountability
Effective interpersonal and relationship management skills
Organized, detail-oriented, and process-driven
What We Offer
Competitive compensation
Performance-based incentives
Growth and development opportunities
Supportive and collaborative work environment
Job Type: Full-time
Pay: ?15,844.43 - ?25,853.10 per month
Work Location: In person
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