Telecalling Executive

Job Description – Telecalling Executive

Department: Sales & Business Development

Industry: Solar Energy / Solar Rooftop Solutions

Job Type: Full-Time

Experience: 0–2 Years (Freshers can also apply)

Job Objective

We are looking for a proactive and result-oriented Telecalling Executive responsible for generating potential solar leads through outbound cold calling, understanding customer requirements, qualifying prospects, and scheduling site surveys for the sales/technical team.

The primary objective is to convert raw data and enquiries into qualified site survey appointments.

Key Responsibilities

1. Outbound Cold Calling

• Make daily outbound calls to prospective residential, commercial, and industrial customers.
• Introduce the company’s solar solutions and communicate their key benefits.
• Generate interest among potential customers through effective communication.

1. Lead Qualification

• Understand customer requirements and assess their suitability for solar installation.
• Identify customer’s electricity consumption and average monthly electricity bill.
• Understand whether the property is residential, commercial, or industrial.
• Check property ownership/decision-maker availability.
• Identify customer interest, budget readiness, and installation timeline.
• Filter genuine prospects from uninterested or unqualified leads.

1. Site Survey Booking

• Convince qualified prospects to proceed with a technical site survey.
• Schedule site survey appointments based on customer availability.
• Confirm customer address, contact details, and appointment timing.
• Coordinate with the sales and technical teams for smooth survey execution.
• Follow up with customers to ensure survey appointments are completed.

1. CRM & Data Management

• Maintain accurate call records and lead status in CRM/Excel.
• Update customer responses, follow-up dates, and survey booking details.
• Maintain a database of interested, follow-up, and rejected leads.
• Submit daily calling and appointment reports.

1. Follow-ups & Conversion Support

• Follow up with interested customers who need additional time.
• Handle basic customer queries related to solar installation.
• Share qualified leads with the sales team for further discussion.

Mandatory Lead Qualification Parameters

Every qualified lead should ideally have the following information:

• Customer Name & Contact Number
• Customer Location / Installation Address
• Residential / Commercial / Industrial Property
• Average Monthly Electricity Bill
• Available Rooftop Space (if known)
• Property Ownership / Decision-Maker Status
• Customer Interest Level
• Expected Installation Timeline
• Confirmed Site Survey Date & Time

Key Performance Indicators (KPIs)

Performance will be evaluated on:

• Number of outbound calls per day.
• Number of customers successfully contacted.
• Number of qualified leads generated.
• Number of site surveys booked.
• Site survey attendance/conversion ratio.
• Accuracy of CRM updates and follow-ups.

Primary KPI: Number of genuine and successfully completed site survey appointments generated.

Required Skills & Qualifications

• Good verbal communication skills in Hindi.
• Basic English communication skills preferred.
• Confident, persuasive, and professional telephone etiquette.
• Ability to handle customer objections and rejection.
• Good listening and customer-handling skills.
• Basic computer knowledge (Excel, CRM, Google Sheets).
• Target-oriented and self-motivated attitude.
• Prior experience in telecalling, lead generation, or solar sales will be an advantage.

Reporting Structure

The Telecalling Executive will report to the Sales Manager / Team Leader and work closely with the Sales and Technical Site Survey Teams.

Expected Outcome

Generate a consistent pipeline of genuine solar prospects and ensure that qualified customers are converted into confirmed site survey appointments for the sales team.