Telesales Associate

About the role

The Telesales Associate will engage potential clients, nurture leads generated through performance marketing or referrals, and close sales or hand over high‑net‑worth prospects to Relationship Managers. The role also supports eKYC processes and contributes to deposit targets.

Key responsibilities

• Contact leads via phone or video calls and present product offerings effectively.
• Conduct eKYC video calls, verify documentation, and ensure compliance.
• Close leads independently or coordinate handovers to Relationship Managers for high‑value clients.
• Maintain accurate records of all client interactions and progress using the CRM tool.
• Adhere to banking regulations and internal compliance protocols.
• Achieve individual sales targets and support overall team goals.
• Provide feedback on lead quality and conversion opportunities to the Team Leader.
• Build strong rapport with clients, addressing inquiries and concerns professionally.

Required profile

• Previous experience in telesales or customer‑facing roles, preferably in banking or finance.
• Strong communication and persuasion abilities.
• Results‑driven, organized, and adaptable to a fast‑paced environment.

Required skills

• Proficiency with CRM tools.
• Familiarity with Jira (a plus).
• Knowledge of KYC/eKYC requirements.