Tellecaller
1 month ago
Key Responsibilities:Customer Interaction:
Make outbound calls to existing and potential customers to discuss banking products, services, and offers.
Handle inbound customer inquiries related to banking solutions, services, or queries in a professional and efficient manner.
Build rapport with customers by understanding their needs and offering tailored financial advice.
Eligibility Verification:
Verify customer eligibility for various banking products such as loans, credit cards, savings plans, etc.
Collect and confirm required financial documents to ensure compliance with bank policies.
Cross-check customer details and ensure the accuracy of information.
Providing Financial Solutions:
Offer appropriate banking solutions based on the customer’s financial situation.
Advise customers on managing their financial problems effectively, including strategies for clearing debt or improving credit scores.
Guide customers in making informed decisions to maximize their savings, investments, and earnings.
Motivating Customers:
Encourage customers to take steps toward achieving their personal and financial goals by outlining the benefits of sound financial planning.
Inspire and motivate customers to pursue opportunities for financial growth, such as investments, savings plans, or earning more through strategic financial choices.
Problem-Solving & Solutions:
Actively listen to customers’ financial challenges and offer practical solutions to overcome those issues.
Provide guidance on how customers can manage their money better, reduce debt, or plan for future financial success.
Meeting Targets & Taking Challenges:
Treat the role as a challenging and exciting opportunity, aiming to meet or exceed daily, weekly, and monthly targets.
Demonstrate a competitive spirit by taking ownership of performance metrics such as call volume, customer satisfaction, and successful conversions.
Documentation & Reporting:
Maintain accurate records of customer interactions, including detailed notes of conversations, follow-up actions, and outcomes.
Prepare and submit reports on the status of lead generation, customer feedback, and overall performance.
Qualifications & Skills:Education: Minimum high school diploma; a degree in finance, business administration, or a related field is an advantage.
Experience: Previous experience in telecalling or customer service, especially in the banking or financial sector, is preferred.
**Skills**:Strong communication and interpersonal skills.
Ability to handle challenging situations with patience and professionalism.
Basic understanding of banking products and financial services.
Problem-solving skills to offer financial solutions.
Motivation to meet targets and help customers achieve their financial goals.
Preferred Traits:Proactive and motivated to assist customers in making better financial decisions.
Ability to inspire and encourage customers to achieve their personal and financial goals.
Treats the job as a challenge and opportunity to excel in a competitive environment.
Pay: ₹10,000.00 - ₹30,000.00 per month
Schedule:
- Day shift
- Monday to Friday
- Morning shift
Supplemental Pay:
- Commission pay
- Performance bonus
**Experience**:
- total work: 1 year (preferred)
Work Location: In person
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