Inside Sales Executive

JOB DESCRIPTION -  Inside Sales Executive

Job Purpose

The Inside Sales Executive is responsible for generating qualified business opportunities through structured outbound calling by identifying potential Referral Partners, qualifying verified referrals, scheduling appointments, maintaining accurate CRM records, and supporting the Relationship Manager throughout the sales process.

Key Responsibilities

• Cold CallingCall assigned databases as per daily targets.
• Introducing the K&L Referral Partner Program.
• Generate interest among potential Referral Partners.
• Schedule appointments for the BDM.
• Maintain professionalism during every customer interaction.

Lead Qualification

• Contact verified referrals received from the BDM.
• Understand customer requirements.
• Verify project intent and eligibility.
• Qualify genuine opportunities.
• Schedule appointments for the Relationship Manager.

Appointment Management

• Schedule customer appointments.
• Share appointment confirmations.
• Conduct reminder calls.
• Handle appointment rescheduling.
• Coordinate with the BDM/Relationship Manager.

CRM & Documentation

• Update CRM after every interaction.
• Record call outcomes accurately.
• Maintain follow-up schedules.
• Ensure complete and accurate customer records.
• Submit reports as per company guidelines.
• Follow-up SupportConduct reminder calls.
• Follow up on missed appointments.
• Support Relationship Managers with customer coordination.
• Assist in maintaining a smooth customer journey.

Key Deliverables

• Qualified Referral Partner opportunities generated.
• BDM appointments scheduled.
• Qualified customer leads generated.
• Relationship Manager appointments scheduled.
• Accurate CRM updates.
• Timely follow-ups completed.
• Daily, weekly, and monthly reports submitted.

Roles & Responsibilities

The Inside Sales Executive shall:

• Generate Referral Partner opportunities through cold calling.
• Support the BDM in Referral Partner acquisition.
• Qualify verified referrals.
• Schedule appointments for the Relationship Manager.
• Maintain CRM records.
• Update call status.
• Coordinate customer appointments.
• Support the Relationship Manager with follow-ups.
• Maintain complete documentation.

Desired Skills

• Excellent verbal communication.
• Strong listening skills.
• Customer-centric approach.
• Professional telephone etiquette.
• Relationship-building ability.
• Time management.
• Basic computer and CRM knowledge.
• Attention to detail.

Educational Qualification

• Graduate in any discipline (preferred).
• Experience1–3 years of experience in Inside Sales, Customer Support, Lead Generation, or Business Development.
• Freshers with excellent communication skills may also be considered.
• Key CompetenciesCommunication Skills
• Active Listening
• Customer Handling
• Follow-up Management
• Time Management
• CRM Discipline
• Coordination Skills
• Problem Solving
• Professional Ethics