Key Responsibilities

• Outbound Calling: Place outbound calls to existing customers to promote cross-selling of financial products and services, including insurance, loans, and investment products.

• Introduce and explain the features, benefits, and value proposition of cross-sell offerings to customers in a
  clear and persuasive manner.

• Needs Assessment: Conduct needs assessment and customer profiling during calls to understand customer requirements, preferences, and financial goals.

• Identify cross-selling opportunities based on customer needs and preferences, matching products and
  services to customer profiles.

• Product Promotion: Effectively communicate product features, benefits, and promotional offers to customers, highlighting the value proposition and competitive advantages.

• Overcome objections and address customer concerns to facilitate cross-selling and conversion of leads into
  sales.

• Sales Conversion: Use persuasive selling techniques and sales scripts to convert leads into sales, achieving individual and team sales targets for cross-selling.

• Close sales deals during calls, completing necessary documentation and follow-up activities to ensure
  successful transactions.

• Customer Relationship Management: Build and maintain strong relationships with customers through regular communication, follow-up calls, and personalized service.

• Provide post-sales support and assistance to customers, addressing inquiries, resolving issues, and ensuring
  customer satisfaction.
• Cross-Sell Campaigns: Participate in cross-selling campaigns and promotional activities organized by the sales and marketing
  teams to generate leads and drive sales.
• Collaborate with marketing teams to execute targeted cross-sell campaigns and initiatives to maximize sales
  opportunities.
• Compliance Adherence :Ensure compliance with regulatory requirements, company policies, and industry standards in cross-selling
  activities, including adherence to fair lending practices and consumer protection laws.
• Maintain accurate records of customer interactions, sales transactions, and documentation in compliance with data protection and privacy regulations.
• Performance Tracking: Track and report on sales performance, including call metrics, conversion rates, and revenue generated
  from cross-selling activities.
• Provide regular updates and insights on sales trends, customer feedback, and market dynamics to sales management and stakeholders.

Qualification

• High school diploma or equivalent; bachelor’s degree preferred.
• 1+ years of experience in sales or telemarketing roles, preferably in the financial services industry or NBFC sector.
• Proven track record of success in outbound sales, cross-selling, or tele sales, with a demonstrated ability to achieve sales targets.
• Excellent communication and interpersonal skills, with the ability to engage customers, build rapport, and influence purchasing decisions over the phone.
• Strong sales acumen and negotiation skills, with the ability to overcome objections and close sales deals effectively.
• Customer-centric mindset with a focus on delivering exceptional service and value to customers.
• Results-oriented mindset with a drive for achieving sales targets and maximizing revenue opportunities.
• Familiarity with CRM software and sales automation tools preferred.
• Ability to work independently with minimal supervision and thrive in a fast-paced, target-driven environment