tata telesales

Role & responsibilities

• Contact HDFC Bank customers through outbound/inbound calls and generate insurance leads.
• Explain Tata AIA life insurance, protection, savings and investment products.
• Understand customer requirements and recommend suitable insurance solutions.
• Follow up with leads and convert them into business.
• Achieve monthly sales, premium and case-count targets.
• Coordinate with HDFC Bank teams for lead generation and customer follow-ups.
• Complete application, KYC and documentation requirements accurately.
• Maintain regular customer follow-up and provide post-sales support.
• Update leads, calls and sales activity in CRM/software.
• Ensure compliance with company and IRDAI guidelines.

Candidate Profile:

• Graduation preferred.
• 13 years of experience in telesales, insurance, banking, BFSI or financial services preferred.
• Good communication and convincing skills.
• Comfortable with outbound calling and sales targets.
• Basic computer/CRM knowledge.
• Telugu + English/Hindi/local language skills can be advantageous depending on location.

Key Skills:
Telesales | Bancassurance | HDFC Bank | Life Insurance | Lead Generation | Outbound Calling | Customer Relationship | Cross Selling | Sales Target | CRM

HDFC Bank confirms that it has arrangements with Tata AIA for distribution of life-insurance products; the insurance itself is underwritten by Tata AIA, not HDFC Bank

Preferred candidate profile