Credlyne is looking for a motivated and customer-focused Loan & Insurance Sales Executive to assist customers in selecting suitable loan and insurance products. The candidate will be responsible for generating leads, interacting with prospective customers, explaining financial products, and supporting the end-to-end sales process.

Key Responsibilities

- Contact and engage potential customers through calls and other communication channels.
- Promote loan products (Personal Loan, Business Loan, Home Loan, etc.) and insurance solutions.
- Understand customer requirements and recommend suitable financial products.
- Generate and qualify leads through outbound calling and follow-ups.
- Guide customers through the application and documentation process.
- Maintain customer records and update CRM systems regularly.
- Build and maintain strong customer relationships.
- Achieve monthly sales targets and contribute to business growth.
- Coordinate with internal teams to ensure smooth processing of applications.
- Stay updated on company products, industry trends, and regulatory requirements.

Eligibility Criteria





- 12th Pass / Diploma / Graduate.
- Experience in loans, insurance, banking, financial services, telesales, or customer support is preferred.
- Freshers with strong communication skills may also apply.
- Basic computer knowledge and familiarity with CRM tools, MS Office, or Google Workspace.

Required Skills

- Excellent verbal and written communication skills.
- Strong sales and negotiation abilities.
- Customer-centric approach with positive interpersonal skills.
- Ability to handle objections and close sales effectively.
- Good organizational and time-management skills.
- Self-motivated and target-driven attitude.

What We Offer

- Fixed salary of ₹8,000 – ₹12,000 per month.
- Attractive performance-based incentives.
- Professional growth and career advancement opportunities.
- Training and exposure to the financial services industry.
- Supportive and dynamic work environment.

Pay: Up to ₹12,000.00 per month

Work Location: In person

📌 Telesales Executive (India)
🏢 Edxso
📍 India