Designation: Inside Sales Executive
Department: Sales
Reporting To: Sales Manager
Location: Financial District, Hyderabad.
Experience: 1-4 Years
Job Summary
We are looking for a dynamic and target-driven Inside Sales Executive to engage prospective customers over phone, understand their investment needs, and convert leads into customers. The role involves promoting the company's investment products, maintaining strong customer relationships, and consistently achieving sales targets while ensuring a superior customer experience.
Key Responsibilities
● Contact prospective customers through outbound calls using company-provided leads.
● Understand customer financial goals and recommend suitable investment products.
● Explain product features, benefits, returns, and associated risks clearly.
● Generate qualified leads and schedule appointments for Relationship Managers where required.
● Follow up with interested prospects and nurture them through the sales cycle.
● Maintain accurate customer records and update all interactions in the CRM system.
● Achieve sales and productivity targets.
● Handle customer objections professionally and resolve basic queries.
● Coordinate with Operations, Compliance, and Relationship Managers for smooth customer onboarding.
● Ensure adherence to regulatory guidelines and company policies during all customer interactions.
● Build long-term customer relationships to encourage repeat investments and referrals.
Required Skills
●Excellent verbal communication in English and regional language(s)
● Strong persuasion and negotiation skills
● Customer-centric approach
● Ability to work under sales targets
● Basic understanding of financial products (Fixed Deposits, Mutual Funds, Loans, Insurance, etc.)
● CRM proficiency (Salesforce, Zoho, LeadSquared, or similar)
● Good listening and objection-handling skills
● Basic MS Excel and MS Office knowledge
Preferred Experience Candidates with experience in selling:
● Fixed Deposits
● Investment products
● Banking products
● Wealth Management services
● Insurance
● Credit Cards
● Personal Loans
● Financial advisory services Competencies
● Result-oriented
● Self-motivated
● Strong interpersonal skills
● Positive attitude
● Time management
● Problem-solving ability
● Team player
● High integrity and compliance awareness
Skills Required
loan sales , Lead Generation, Insurance Sales, Good Communiction Skills, Crm, BFSI Sales, Inside Sales
Inside sales Executive • Hyderabad / Secunderabad, Telangana
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