Telesales Executive

Designation: Loan Officer - Lead Management System

Role/Functional Area: Tele Sales

Location: Chennai

Experience: 1-2 years

Roles & Responsibilities:

 Prospecting with suspect leads. A suspect is a person who has still not decided on taking

a loan.

 Converting a suspect to a prospect. This involves the following:

- Establishing contact with the prospect, this could involve several calls and may need a

call at a time beyond office hours.

- This will also involve making calls at different times in order to achieve success.

- Need analysis

- Eligibility profiling

- Setting up an appointment

- Follow up with the prospect post every meeting with the sales officer until conclusion

 Basis feedback from the prospect, seek interventions from the senior sales resource or

by your own-self in satisfying customer needs with the objective of converting the

prospect to a customer.

 Responsible for conversion of suspects to prospects to customers.

 Provide support to the sales team in increasing conversions by:

- Prompt calling to all suspects / prospects

- Timely follow up with all prospects

- Cordial relationships with the sales officer mapped, collaborating with the sales officer

in providing feedback, seeking feedback from him on your performance

 Responsible for complete knowledge of company products and policies as well as those

of competition.

 Responsible for quality of the conversation, which entails the following:

- Accuracy

- Product Knowledge

- Appraisal Skills

- Punctuality & TOS

- TAT commitments

 Ability to handle objections.

 Updating the software. One must capture their conversation with the customer

effectively such that a third person is able to carry on the conversation with the

customer where they left off.

 Generating References: The quality of conversation and ability to connect with the

customer is also reflected in the number of references that they generate.

 Providing market feedback to the supervisor: It is important to share with one’s

supervisor any trends that one comes across whilst speaking to a prospect. Examples

could be objections from prospects regards the processing fee being charged by us vis-à-

vis the same being charged by a specific competitor.