Job Description (JD) – Telecaller (BL Direct Role)Position: Telecaller – BL (Business Loan) Direct Sales
Department: Sales
Location: As per business requirement
Employment Type: Full-Time
Job SummaryWe are looking for an enthusiastic and target-driven Telecaller to generate and qualify leads for Business Loans (BL). The candidate will be responsible for contacting potential customers, explaining business loan products, understanding customer requirements, and scheduling further processing with the sales team.
- Key ResponsibilitiesMake outbound calls to prospective customers for Business Loan sales.
- Explain product features, eligibility criteria, interest rates, and benefits.
- Generate leads and identify customer requirements.
- Maintain accurate records of customer interactions in CRM systems.
- Follow up with interested customers and convert leads into applications.
- Achieve daily, weekly, and monthly calling and sales targets.
- Coordinate with field sales, credit, and operations teams for application processing.
- Handle customer queries professionally and provide appropriate solutions.
- Ensure compliance with company policies and regulatory guidelines.
- Eligibility CriteriaGraduate/Undergraduate with relevant sales experience.
- Freshers with valuable communication skills can also apply.
- Experience in banking, NBFC, financial services, telecalling, or loan sales is preferred.
- Good communication and convincing skills.
- Basic knowledge of MS Office and CRM tools.
- Required SkillsExcellent verbal communication.
- Customer handling and relationship management.
- Sales and negotiation skills.
- Goal-oriented and self-motivated.
- Ability to work in a fast-paced environment.
- Key Performance Indicators (KPIs)Number of calls made per day.
- Leads generated and qualified.
- Loan applications sourced.
- Conversion ratio.
- Monthly sales target achievement.