Sales Officer

3 days ago

Bengaluru, Karnataka, India Ujjivan Small Finance Bank Full time ₹ 2,00,000 - ₹ 6,00,000 per year

Phone Banking Outbound Officer will be responsible making sales calls of various business campaigns, generate leads and follow up with concerned business SPOCs for conversion of the leads generated. Outbound Officer will also be responsible for making service calls related to various campaigns and capture information as per requirement.

  • Insurance selling
  • Adhere to all Service and Business metrics set for the unit
  • Inform and suggest new banking products to customers
  • Take leads/referrals for new bank accounts according to laid down rules and guidelines
  • Participate in marketing and awareness campaigns being executed through the phone banking channel to create an enlarged customer base
  • Ensure to dial 100 to 150 calls per day
  • Responsible for follow up and conversion of leads
  • Ensure constant monitoring of peer staff to ensure Zero instances of mis selling
  • Provide continual evaluation of processes and procedures

  • Responsible for suggesting methods to improve area operations, efficiency and service to both internal and external customers.

  • Consult customers on right products basis their financial needs

  • Provide splendid customer services to customers in a friendly and courteous manner at all times
  • Have sufficient knowledge about the banking products and services to respond to all customer inquiries accordingly
  • Improve customers' banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay
  • Inform and educate customers on alternative/ digital channels of bank such as ATMs/ BCs / Internet & Mobile Banking
  • Suggest effective ways through which the bank can promote its products and services and increase customer satisfaction
  • Establish and promote cordial relationship with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction
  • Ensure that customers' confidential information is properly protected and only used for official purposes
  • Be involved in performing some financial related and marketing transactions
  • Channel complex customer complaints and challenges to the right departments for effective resolution

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