Job Description

1. Role Specifics

Role Title Tele Sales Executive

Primary Location Noida, Sector - 3

Reports To Sales Manager/ Area Manager

Grade M6-A

Role Summary

The Telemarketing Executive will be responsible for making outbound calls to

potential customers, promoting insurance products, and generating leads for the

sales team.

2. Key Accountabilities

FunctionSpecific

Accountabilities

• Make outbound calls to prospective customers to promote insurance products

and services.

• Conduct cold calls to generate leads and set appointments for the sales team.

• Attending client calls, addressing inquiries, explain insurance products and

coverage options to customers, answering their questions and addressing their

concerns.

• Collect and record accurate information from customers, including contact

details and insurance requirements.

• Preparing and sending quotes with different selling plans tailored to client needs

• Handling policy issuance, amendments, cancellations, and other online

operational tasks via the portal.

• Always maintain a high level of professionalism and customer service.

• Collaborate with the sales and marketing teams to ensure alignment of

telemarketing activities with overall business objectives.

• Maintain accurate records of calls, leads, and sales activities in the CRM system.

• Maintaining and updating various reports in MS Office (Excel), including Sales

MIS and other related data

• Continuously enhancing product knowledge to provide accurate and timely

information to clients.

3. Specific skills and experience

Skills

• Positive attitude,

• Passion for delivering excellent customer service.

• Product Knowledge

• Good Communication Skills

• Innovative Sales Techniques

• Negotiation Skills