Business Development Executive – Personal loan Telecalling
Job Description
We are looking for a motivated Business Development Executive to join our team and handle the end-to-end personal loan sales process. The candidate will be responsible for connecting with customers, understanding their financial requirements, generating qualified leads, and coordinating with banks/NBFCs for loan processing.
Key Responsibilities
- Contact potential customers through outbound calls and other lead sources.
- Understand customer requirements and recommend suitable personal loan options.
- Generate and convert leads into successful loan applications.
- Explain loan eligibility, interest rates, tenure, documentation, and other requirements.
- Collect and verify customer documents required for loan processing.
- Coordinate with the backend team and banks/NBFCs for application processing.
- Follow up with customers regularly until loan approval and disbursement.
- Maintain accurate customer and lead records in the CRM.
- Achieve daily and monthly sales and disbursement targets.
- Build robust customer relationships and ensure a positive customer experience.
Skills Required
- Good communication and convincing skills.
- Strong sales and negotiation abilities.
- Customer-focused approach.
- Basic knowledge of personal loans and financial products.
- Ability to handle outbound calls and follow-ups.
- Basic computer and CRM knowledge.
- Target-oriented and self-motivated.
- Freshers and experienced candidates can Preferred Experience
6months–2 years of experience in sales, telecalling, banking, NBFC, fintech, or financial services.