Customer Engagement Executive

Key Responsibilities

Sales & Revenue Generation

• Conduct outbound calls to prospective and existing customers to promote company products and services.
• Identify customer needs and recommend suitable savings, investment, or financial solutions.
• Convert leads and customer enquiries into successful sales opportunities.
• Achieve and consistently exceed assigned sales targets, conversion rates, and revenue goals.
• Upsell and cross-sell relevant products based on customer financial goals and eligibility.
• Follow up on leads, abandoned applications, and interested prospects to drive completion.
• Customer Engagement & Relationship Management
• Provide clear, accurate, and engaging product information to customers.
• Build trust and maintain professional relationships with customers throughout the sales journey.
• Address customer questions, concerns, and objections effectively.
• Deliver a positive customer experience while ensuring compliance with company policies.
• Gather customer feedback and share insights that can improve products and customer engagement strategies.
• Lead Management & Reporting
• Maintain accurate records of customer interactions, sales activities, and follow-ups on CRM systems.
• Prioritize leads based on customer potential and sales opportunities.
• Monitor sales performance and provide regular reports on achievements, challenges, and opportunities.
• Maintain high-quality call standards and adhere to approved sales scripts and processes.
• Compliance and Quality Assurance
• Provide accurate information and avoid misrepresentation of products or services.
• Maintain confidentiality of customer information.
• Follow approved communication guidelines and escalation procedures.

Key Performance Indicators (KPIs)

• Monthly sales revenue achieved
• Number of successful customer conversions
• Lead conversion rate
• Customer retention and engagement levels
• Quality assurance score
• Customer satisfaction ratings

Required Qualifications and Experience

• 1–3 years of experience in telesales, customer service, call center operations, or financial services.
• Proven experience meeting sales targets and working with performance metrics.
• Experience using CRM tools