Telecalling Executive

Role & responsibilities

• Make outbound calls to potential customers regarding personal and business loan products.
• Explain loan products, eligibility criteria, documentation, interest rates, and other relevant details to customers.
• Understand customer financial requirements and identify suitable loan opportunities.
• Generate, qualify, and follow up on leads through calls.
• Maintain regular follow-ups with interested customers to move leads through the sales process.
• Handle customer queries and objections professionally.
• Coordinate with the sales/credit team for document collection and loan processing.
• Maintain accurate records of customer interactions, leads, and follow-ups in the CRM.
• Achieve daily, weekly, and monthly calling and sales targets.
• Build good relationships with customers and ensure a smooth customer experience.
• Follow company policies and compliance guidelines while communicating loan-related information.

Preferred candidate profile

• Minimum 6 months to 1 year of experience in telecalling/telesales.
• Experience in Fintech, Banking, NBFC, Loan Sales, Insurance, or Financial Services will be preferred.
• Candidates with experience in selling personal loans, business loans, credit cards, or other financial products will be preferred.