Job Summary

We are seeking a motivated and customer-focused Loan Telecaller to join our team. The ideal candidate will contact potential and existing customers, explain loan products, qualify leads, and assist customers throughout the loan application process. The role requires excellent communication skills, a persuasive approach, and a strong commitment to achieving sales targets while maintaining high standards of customer service.

Key Responsibilities

Make outbound calls to prospective customers to promote loan products.

Follow up with existing leads and customer inquiries.

Explain loan features, eligibility criteria, interest rates, and repayment options.

Assess customer requirements and recommend suitable loan products.

Generate qualified leads and schedule appointments for the sales team, if required.

Guide customers through the loan application and documentation process.

Maintain accurate records of customer interactions in the CRM system.

Achieve daily, weekly, and monthly calling and sales targets.

Build and maintain positive customer relationships.

Stay updated on company products, policies, and regulatory guidelines.

Required Qualifications





High school diploma or bachelor's degree in any discipline.

Prior experience in telecalling, telesales, customer service, or loan sales is preferred.

Freshers with excellent communication skills may also apply.

Required Skills

Excellent verbal communication and interpersonal skills.

Robust persuasion and negotiation abilities.

Basic computer and data entry skills.

Ability to handle objections professionally.

Goal-oriented with a sales-driven mindset.

Good time management and organizational skills.

Ability to work independently and as part of a team.

Preferred Experience

Experience in personal loans, home loans, business loans, or other financial products.

Familiarity with CRM software and telecalling systems.

Key Performance Indicators (KPIs)

Number of outbound calls made.

Lead conversion rate.

Loan applications generated.

Sales target achievement.

Customer satisfaction and follow-up quality.

Benefits

Competitive salary

Performance-based incentives

Paid training

Career growth opportunities

Paid leave and company benefits as per policy

📌 Telesales Executive (Mumbai)
🏢 Precious finance
📍 Mumbai