IDFC Cross Sale Salary

Key Responsibilities:

• Outbound Calling: Reach out to customers (existing or new) to inform them about relevant banking products—such as loans, credit cards, insurance, or investment options.
• Needs Assessment: Identify customer needs through effective questioning and position appropriate offerings.
• Product Promotion: Clearly explain benefits, features, and suitability of products and services.
• Targets & KPIs: Meet or exceed sales conversion targets, call quotas, and performance metrics.
• CRM Management: Log all customer interactions accurately in the CRM system.
• Customer Follow-Up: Maintain follow-up calls or callbacks, nurturing leads and ensuring conversion.
• Compliance: Adhere to internal scripts, regulatory guidelines, and ethical selling practices.

Qualifications & Skills:

• Education: Minimum 10th/12th pass; graduates preferred.
• Experience: Freshers welcome; prior experience in telesales/BPO or banking is a plus.
• Communication: Clear, professional speaking skills; comfort with regional languages (e.g., Marathi, Hindi) is an advantage.
• Technical: Basic computer literacy for CRM and contact management.
• Attributes: Persuasive, resilient, and goal-driven; able to handle rejection positively.