Walk-in || Tele Sales Executive

Role & responsibilities

Key Responsibilities

• Contact prospective customers through outbound/inbound calls for loan products.
• Understand customers financial requirements and recommend suitable loan solutions.
• Generate and qualify leads through telecalling and follow-up activities.
• Explain loan features, eligibility criteria, interest rates, documentation, and repayment terms.
• Convert leads into successful loan applications and achieve monthly sales targets.
• Maintain regular follow-ups with prospective customers.
• Coordinate with credit, operations, and other internal teams for smooth processing.
• Ensure accurate collection and submission of customer information and documents.
• Maintain customer relationships and provide timely updates throughout the loan process.
• Update daily calling, lead, and sales records in CRM/MIS.
• Ensure compliance with company policies and applicable lending guidelines.