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Company Description Being Sure IMF LLP is focused on making financial wellness accessible and simple in an environment often marked by complex processes. The organization is committed to turning this belief into reality by offering advisory and solutions across multiple personal finance domains. Its core services include personal risk management through general, health, and life insurance, personal liability management with bank loans, and a range of investment options such as mutual funds. Being Sure also provides tax and retirement planning solutions, aiming to support individuals in making informed financial decisions with guidance from experienced professionals.
Role Description The Telecaller / Inside Sales Executive will work on-site in Delhi, India, in a full-time capacity, engaging with potential and existing clients over phone and digital channels. Daily responsibilities include making outbound calls, responding to inbound inquiries, explaining financial products and services, and qualifying leads for insurance, loans, investments, and other offerings. The role involves maintaining accurate records in the CRM, following up on leads, and coordinating with the sales and advisory teams to ensure smooth conversion and client onboarding. The Telecaller / Inside Sales Executive will also handle basic customer queries, share relevant product information, and support campaigns aimed at increasing client engagement and revenue.
Qualifications
- Strong Inside Sales and Lead Generation skills to identify prospects, qualify opportunities, and support the sales pipeline.
- Excellent Communication and Customer Service abilities to engage clients clearly, build trust, and address queries effectively.
- Proven Sales skills, including persuasion, negotiation, and closing, ideally within financial services or related sectors.
- Basic understanding of insurance, loans, investments, or other personal finance products, with willingness to learn and upskill.
- Comfortable working with CRM or call management systems, and maintaining accurate call logs and customer information.
- Ability to work on-site in Delhi, manage time efficiently, and collaborate with cross-functional teams.
- Minimum high school diploma; a degree in business, finance, or a related field is an advantage but not mandatory.
- Prior experience in telecalling, inside sales, or customer-facing roles is preferred.
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