Telesales Executive

Job Title: Telesales / Lead Generation ExecutiveDepartment: Sales

Location: Indore (Office-Based)

Company: Policy Samjho

Job OverviewThe Telesales / Lead Generation Executive plays a key frontline role at Policy Samjho. This position is responsible for connecting with potential customers, understanding their insurance needs, generating qualified leads, and ensuring a smooth handover to the sales team.

The role requires strong communication skills, customer handling ability, and consistent follow-ups to support business growth.

• Key ResponsibilitiesMake outbound calls to prospective customers using provided databases and leads
• Handle inbound calls and respond to basic insurance-related queries
• Introduce and explain Policy Samjho’s advisory services clearly and professionally
• Understand customer requirements, intent, and eligibility through structured questioning
• Qualify leads based on predefined criteria (interest, affordability, urgency)
• Schedule appointments and callbacks for Sales Executives
• Follow up with warm leads, incomplete conversations, and renewal reminders
• Maintain accurate records of call outcomes and customer details in the CRM system
• Meet daily call targets, quality standards, and follow-up timelines
• Maintain professionalism, courtesy, and compliance in all interactions
• Required SkillsTechnical & Functional SkillsBasic knowledge of customer interaction processes
• Ability to use CRM systems and calling software
• Basic computer skills (MS Excel, data entry, calling tools)
• Behavioral & Soft SkillsClear and confident communication in Hindi (basic English preferred)
• Strong listening and probing skills
• Patience and emotional control
• Ability to handle rejection and repetitive tasks
• Discipline and consistency in follow-ups
• Experience Required0 to 2 years of experience in telesales, customer support, or sales support
• Freshers with strong communication skills are welcome
• Working StructureOffice-based role at Indore
• Fixed working hours (shift flexibility as per campaign needs)
• Reports to: Sales Manager
• Works closely with Sales, Operations, and Digital Marketing teams

Growth & Learning PathPolicy Samjho encourages internal growth and continuous learning.

Career Progression:

Telesales Executive → Team Leader → Sales Executive → Sales Manager

Learning Opportunities:

• Insurance product training
• Call quality and customer handling workshops
• Exposure to sales and advisory processes
• Culture & ValuesCustomer-focused and respectful communication
• Honesty and transparency
• Discipline and process adherence
• Team-oriented mindset
• Willingness to learn and improve