About The Role – Telesales Associate

The Telesales Associate will engage with potential clients, nurturing leads generated through performance marketing or referrals to close sales or seamlessly transition leads to Relationship Managers. They will play a vital role in eKYC processes and help achieve deposit targets.

Key Responsibilities

• Lead Engagement and Conversion
  • Contact leads via calls or video calls and present product offerings effectively.
  • Conduct eKYC video calls and ensure accurate documentation.
  • Close leads independently or coordinate handovers to RMs for high-net-worth clients.
• CRM and Process Adherence
  • Maintain accurate records of all client interactions and progress using the CRM tool.
  • Adhere to compliance protocols and ensure all activities meet banking regulations.
• Performance and Collaboration
  • Achieve individual sales targets ...