Telesales Executive

TELE SALES EXECUTIVE – RESULT ORIENTED JOB PROFILE

Department: Sales & Business Development

Designation: Tele Sales Executive

Industry: Solar / Renewable Energy / Sales

Reporting To: Sales Manager

Location: Office Based

Employment Type: Full-Time

1. JOB PURPOSE

The Tele Sales Executive will be responsible for generating qualified sales opportunities, contacting prospective customers, understanding their requirements, explaining suitable solar solutions, conducting systematic follow-ups and converting leads into confirmed bookings.

The role is performance-driven — success will be measured by sales results, conversion ratio, follow-up discipline and revenue generated.

2. KEY RESPONSIBILITIES

A. Lead Calling & Qualification

- Make daily outbound calls to assigned leads.

- Understand customer requirements, electricity consumption, budget and project expectations.

- Identify genuine and qualified prospects.

- Classify leads as Hot / Warm / Cold.

- Maintain accurate lead information in the company's CRM/Google Sheet/system.

B. Product & Sales Presentation

- Explain residential and commercial solar solutions.

- Explain system capacity, panel/inverter options, approximate generation, pricing and applicable subsidy/process.

- Communicate company offers, payment terms and project timelines clearly.

- Handle customer objections professionally.

C. Follow-Up & Conversion

- Follow up with every qualified lead according to the defined follow-up schedule.

- Convert enquiries into site visits, quotations and bookings.

- Coordinate with Field Sales/Technical Team for site surveys and quotations.

- Maintain complete ownership of the lead until it is properly handed over/converted.

- Recover lost or inactive leads through systematic follow-ups.

D. Sales Target Achievement

The executive will be responsible for achieving monthly targets related to:

- Qualified Leads

- Site Visits

- Quotations

- Bookings

- Billing

- Revenue

- Conversion Ratio

- Customer Follow-Up

- Collection support

3. DAILY PERFORMANCE EXPECTATIONS

The employee is expected to maintain a disciplined daily working routine:

Daily Calling: Minimum 60–80 meaningful calls

Qualified Leads: Minimum 2–3 qualified leads/day

Follow-Ups: All pending follow-ups to be completed daily

CRM/Data Update: 100% lead activity updated

Site Visit Coordination: As per qualified lead generation

Reporting: Daily sales activity report before closing time

Targets may be revised by management according to campaign, lead quality and business requirements.

4. MONTHLY KPI

KPI| Expected Performance

Meaningful Calls| 1,200+ / Month

Qualified Leads| 50+ / Month

Follow-Up Completion| 95%+

CRM/Data Updating| 100%

Site Visit Generation| As per lead quality

Booking Conversion| Target-based

Revenue/Billing| Monthly target-based

Customer Response| Professional & timely

Important:

50 qualified leads/month should be treated as the minimum baseline KPI for telesales performance.

5. RESULT-ORIENTED PERFORMANCE MEASUREMENT

Performance will not be evaluated only on the number of calls.

The following will be considered:

Calls → Qualified Leads → Site Visits → Quotations → Bookings → Billing → Revenue

An employee making a high number of calls but generating no qualified business opportunities will not be considered a high performer.

6. CUSTOMER HANDLING

The executive must:

- Speak politely and professionally.

- Understand the customer's actual requirement before pitching.

- Never provide false commitments.

- Never misrepresent pricing, subsidy, generation or project timelines.

- Handle objections related to price, brand, subsidy, quality and competition.

- Maintain regular communication until the customer reaches the next sales stage.

- Ensure a positive customer experience.

7. LEAD MANAGEMENT DISCIPLINE

Every lead must have:

1. Customer Name

2. Contact Number

3. Location

4. Electricity Bill/Load Requirement

5. Required System Capacity

6. Customer Requirement

7. Lead Temperature

8. Last Contact Date

9. Next Follow-Up Date

10. Current Sales Stage

11. Remarks

12. Final Status

No lead should remain unattended or without a next follow-up date.

8. COORDINATION WITH OTHER TEAMS

The Tele Sales Executive will coordinate with:

- Sales Manager

- Field Sales Team

- Technical Team

- Installation Team

- Procurement Team

- Billing & Accounts

- Subsidy/Net Metering Team

The objective is to ensure smooth movement of every qualified lead from enquiry to booking and successful project execution.

9. REQUIRED SKILLS

- Excellent Hindi communication skills

- Basic English communication preferred

- Strong convincing & negotiation ability

- Good objection-handling skills

- Customer relationship management

- Follow-up discipline

- Target-oriented mindset

- Basic computer/CRM knowledge

- Ability to understand and explain solar products

- Positive attitude and high energy

- Ability to work under sales pressure

10. EXPERIENCE

Preferred: 1–3 years of experience in:

- Tele Sales

- Inside Sales

- Solar Sales

- Real Estate

- Insurance

- Telecom

- Banking/Financial Products

- FMCG/Consumer Sales

- Any target-based sales environment

Freshers with excellent communication and strong sales ability may also be considered.

11. PERFORMANCE & INCENTIVE

Salary will be supported by a performance-based incentive structure.

Higher performance should result in higher earning potential.

Performance may be evaluated on:

Qualified Leads + Site Visits + Bookings + Billing + Collection + Revenue

Incentives will be payable as per company policy and subject to applicable payment/documentation conditions.

12. IDEAL CANDIDATE

We are looking for someone who is:

Target-driven • Energetic • Disciplined • Persuasive • Customer-focused • Consistent • Result-oriented

The ideal candidate should not wait for customers to respond. They should actively follow up, create opportunities and close business.

13. KEY SUCCESS FORMULA

CALL → CONNECT → QUALIFY → FOLLOW-UP → VISIT → QUOTATION → BOOKING → REVENUE

Your performance will be measured by the business you create, not merely by the calls you make.

14. JOB EXPECTATION

«“Don't just make calls. Create opportunities, convert customers and generate revenue.”»

A successful Tele Sales Executive is expected to become a Revenue Generator, not simply a Caller.