Telesales Executive

Here’s a sample Job Description (JD) for a Telesales Executive position at — this is a generalized version based on typical roles and can be customized for your needs.

Job Title: Telesales Executive

Department: Consumer Loans

Location: [Bangalore]

 Telesales

EXP 9 months in tele sales

salary 20000 to 27000

Job Purpose:

To achieve business targets through effective telecalling, relationship management, and cross-selling of Tata Capital’s financial products such as personal loans, business loans, credit cards, and other retail financial services.

Key Responsibilities:

Make outbound calls to potential and existing customers to promote Tata Capital’s loan and financial products.

Generate leads and convert them into sales opportunities.

Explain product features, benefits, eligibility, and documentation requirements clearly to customers.

Maintain customer data, call logs, and follow-up schedules in CRM systems.

Achieve daily, weekly, and monthly sales targets as defined by management.

Handle inbound customer queries promptly and ensure a positive customer experience.

Coordinate with internal departments for loan processing, documentation, and customer service support.

Maintain compliance with company policies and RBI regulations while handling customer data and calls.

Key Skills & Competencies:

Excellent communication and interpersonal skills.

Strong persuasion and negotiation abilities.

Basic understanding of financial products (loans, credit cards, insurance, etc.).

Target-oriented mindset with a focus on achieving results.

Ability to work in a fast-paced, high-volume call center environment.

Proficiency in MS Office and CRM software.

Qualification & Experience:

Education: Graduate in any discipline (preferably commerce or business stream).

Experience: 0–3 years of experience in telesales, telemarketing, or customer service (experience in BFSI sector preferred).

Languages: Fluency in English and regional languages.

Key Performance Indicators (KPIs):

Number of daily calls and conversions.

Lead-to-sale conversion ratio.

Revenue or disbursement target achievement.

Customer satisfaction and retention metrics.