รายละเอียดงาน电话销售代表
职位目标
- 及时处理呼入和呼出电话。
- 向客户介绍公司的金融产品,从最初沟通到最终客户成功通过公
司平台开户,全程跟进。
- 遵循沟通脚本,并在必要时运用公司产品和服务的知识灵活应
对。
- 识别客户需求,研究问题,解决投诉,并提供有效方案。
- 在整个客户请求处理过程中保持电话跟进,包括与升级团队的后
续沟通。
- 在需要时将复杂的客户问题或关键议题上报管理层,以优化工作
流程或解决主要问题。
岗位职责
- 牢记产品和服务的沟通脚本,并在通话过程中参考使用。
- 提供卓越的客户服务,建立积极的客户关系,确保所有问题、咨
询和确认均得到妥善处理。
- 识别推动公司现有产品销售和收入增长的机会,并在适当时机进
行追加销售。
- 完成个人及团队的日常定性和定量目标,确保服务、工作效率和
质量达到标准。
- 记录日常问题及采取的补救措施,使用呼叫中心数据库进行管
理。
- 利用呼叫中心收集的数据和洞察,提出改进建议并推动流程优
化。
Telesales Representative
Objectives of this role
• Handle both inbound and outbound calls in a timely manner.
• Introduce company’s financial products to customers from end-
to-end until customers successfully open their accounts through
company’s platform.
• Follow communication scripts and use knowledge of the
company’s products and services to go off-script when necessary.
• Identify customer needs, research issues, resolve complaints, and
provide solutions.
• Maintain ownership of calls throughout the lifecycle of a caller’s
request, including follow-ups with escalation team.
• Escalate difficult client or topics to Management when needed to
improve working process or solve main issues.
Responsibilities
• Memorize scripts for products and services, and refer to them
during calls.
• Build positive relationships by going above and beyond with
customer service, ensuring that all questions, enquiries, and
confirmations are handled appropriately.
• Identify opportunities for driving sales and revenue of the
company’s existing product suite, and seize opportunities to
upsell when appropriate.
• Meet daily qualitative and quantitative targets for yourself and
your team, and achieve all objectives for service, productivity, and
quality.
• Create and maintain record of daily problems and remedial
actions taken, using call-center database.
• Leverage data and insights gathered by the call center to
recommend and influence process improvements.