Tele Sales Executive

Indifi Technologies
Job Description
Key Responsibilities

1. Customer Engagement & Loan Processing

• Call and engage MSME customers explain the loan process from lead generation to disbursal clearly and promptly
• Manage end-to-end loan origination for applications received through channel partners from sourcing to disbursal
• Understand customer requirements, gather relevant financial information, and process loan applications accurately
• Conduct loan appraisal on various credit parameters and ensure quality of business at every stage
• Be the primary point of contact for the customer throughout the loan processing journey be responsive and proactive
  
  
  2. Coordination & Compliance
• Coordinate regularly with Credit Risk, Quality Check, and Operations teams across the loan application journey
• Work with documentation executives to ensure all required documents are collected and acknowledged on time
• Work within Indifi's compliance framework ensure 100% adherence to process and policy at all times
• Meet TAT benchmarks on loan processing timely completion of daily assigned tasks is non-negotiable
  
  3. Relationship Management
• Build and maintain long-term relationships with Micro, Small, and Medium Enterprise (MSME) customers
• Act as a trusted advisor to clients guide them through loan products, eligibility, and documentation requirements
• Ensure customer experience remains paramount at every touchpoint from first call to disbursal

Candidate Requirements
Mandatory

• Education: Graduate in Commerce (B. Com) or Finance Masters in Finance (MBA Finance / M. Com) preferred. Candidates who have not completed graduation will not be considered
• Experience: Fresher welcome 0 years experience considered if candidate has excellent verbal communication skills in English. Prior experience in Banks, NBFCs, or financial services in sales or loan processing is a plus but not mandatory.
• Communication: Excellent verbal communication skills in Hindi and English ability to explain financial products clearly over the phone
• Role type: This is an inside sales / tele sales role no field visits required. Candidates looking for field sales roles should not apply

Preferred

• 0 months to 1 year of experience in MSME lending, SME loans, or business loans in a Bank or NBFC
• Prior experience managing full customer journey from lead to disbursal in a financial services role
• Basic understanding of credit parameters, loan appraisal, and documentation for MSME loans
• Comfortable working in a target-driven, incentive-linked environment