Tele Marketing Agent

Responsibilities

• Initiate outbound calls to prospective clients to introduce and promote the company’s financial advisory, corporate, and digital solutions.
• Identify client needs and provide tailored information about mortgage consultancy, financing brokerage, and corporate services.
• Maintain accurate records of client interactions, leads, and follow-up activities in the CRM system.
• Schedule appointments and coordinate with internal teams to ensure seamless client onboarding.
• Achieve and exceed weekly and monthly targets for lead generation and client engagement.
• Respond promptly to client inquiries and provide detailed information about service offerings.
• Follow up with potential clients to nurture leads and convert them into active customers.
• Collaborate with marketing and sales teams to refine outreach strategies and messaging.
• Stay updated on industry trends, company services, and competitor offerings.
• Ensure compliance with company policies, data privacy regulations, and ethical standards during all client interactions.

• 1-3 years of experience in telemarketing, telesales, or a related customer engagement role.
• Proven ability to communicate effectively and persuasively over the phone.
• Strong organizational skills and attention to detail for managing leads and follow-ups.
• Ability to work independently in a remote setting while meeting performance targets.
• Familiarity with CRM software and lead management tools.
• Excellent listening skills to understand client needs and provide relevant solutions.
• Goal‑oriented mindset with a track record of achieving sales or engagement targets.
• Professional demeanor and ability to represent the company’s values and services.
• Adaptability to changing priorities and willingness to learn about new services.
• Strong time management skills to handle multiple tasks efficiently.