Loan Products: Home Loan, Personal Loan, Business Loan, Loan Against Property (LAP), and other retail loan products.
Job Summary
We are looking for a dynamic and target-driven Telecaller – Loans / Tele-Sales Executive to join our team. The ideal candidate will be responsible for contacting prospective and existing customers, understanding their financial requirements, explaining suitable loan products, and converting inquiries into qualified loan applications.
Key Roles & Responsibilities
- Make outbound calls to prospective customers and generated leads for various loan products.
- Explain loan products, eligibility criteria, interest rates, documentation requirements, and key features to customers.
- Understand customer financial needs and recommend the most suitable loan solutions.
- Qualify leads and coordinate with the sales or relationship management team for further processing.
- Conduct regular follow-ups with interested customers to maximize conversions.
- Maintain accurate records of customer interactions, follow-ups, and application status in CRM systems or Excel.
- Achieve daily calling targets and monthly conversion goals.
- Handle customer queries and objections professionally and effectively.
- Ensure compliance with company policies, telecalling guidelines, and regulatory requirements.
Key Skills & Requirements
- Good communication and interpersonal skills in English, Hindi, and/or regional languages.
- Basic understanding of loan products and banking processes.
- Strong convincing and negotiation skills.
- Ability to work in a target-oriented setting and handle customer objections confidently.
- Basic computer proficiency, including MS Excel, CRM tools, and calling software.
- Self-motivated, proactive, and customer-focused approach.
Preferred Candidate Profile
- Experience in telecalling or tele-sales for Home Loans, Pe