Personal Loan Assistant

We are looking for a Loan Assistant to handle customer inquiries received through our website. The role involves connecting with customers through calls and chat, understanding their requirements, conducting the initial assessment, and ensuring smooth follow-up for qualified leads.

Responsibilities:

• Handle new customer inquiries and initial details received through the website.
• Connect with customers over calls, understand their requirements, and provide relevant information.
• Conduct chat-based assessments and communicate professionally with customers.
• Qualify leads and coordinate with the relevant internal team for further processing.
• Follow up with interested customers and ensure timely handling of leads.
• Maintain accurate customer details, interaction notes, and lead status in the CRM/panel.

Requirements:

• 0-1 year of experience in loan sales, credit card sales, banking, NBFC, fintech, telesales, or a similar customer-facing role.
• Good verbal communication and confidence in handling customer calls.
• Good written communication with the ability to handle customer conversations over chat.
• Basic understanding of loan/credit card products is preferred.
• Strong listening, customer-handling, follow-up, and lead qualification skills.
• Basic computer skills and comfort working with CRM/panels and chat platforms.
• The ideal candidate should be confident, customer-friendly, and comfortable communicating through both voice and chat.
• Candidates with prior loan or credit card sales experience and strong follow-up skills will be preferred.