Job SummaryThe Lead Generation Executive will be responsible for generating and developing potential customer leads for various loan products, understanding basic customer requirements, and transferring qualified leads to the sales/loan processing team for further conversion.

- Key ResponsibilitiesGenerate leads for Home Loans, Loan Against Property (LAP), Business Loans, Personal Loans, Project Finance, and other financial products.
- Identify prospective customers through telecalling, references, digital platforms, field activities, databases, and other approved sources.
- Make outbound calls and communicate with prospective customers professionally.
- Understand the customer's basic loan requirement, eligibility, income profile, loan amount, and purpose.
- Collect preliminary customer information and maintain accurate lead records.
- Qualify leads based on company-defined parameters and forward eligible leads to the concerned sales executive.
- Follow up with prospective customers regularly to improve lead conversion.
- Coordinate with the sales and credit teams wherever required.
- Maintain daily records of calls, leads generated, follow-ups, appointments, and conversions.
- Update all lead information in the company's CRM/software or designated reporting system.
- Achieve daily, weekly, and monthly lead-generation targets.
- Maintain professional relationships with customers and ensure timely communication.
- Follow company policies, customer data protection requirements, and applicable financial-service guidelines.
- Provide regular reports to the reporting manager regarding lead generation and conversion status.
- Key Performance Indicators (KPIs)Number of calls made per day
- Qualified leads generated
- Lead-to-appointment ratio
- Lead-to-login ratio
- Lead-to-disbursement conversion
- Follow-up effectiveness
- Monthly business/lead targets
- Data accuracy and CRM updating
- Customer response and service quality
- Required SkillsGood communication and interpersonal skills
- Basic knowledge of loan and financial products
- Good convincing and negotiation ability
- Strong follow-up skills
- Customer-oriented approach
- Basic computer and MS Office/CRM knowledge
- Ability to work with targets and deadlines
- Ability to handle telephone conversations professionally
- Positive attitude and willingness to learn

Qualification & ExperienceEducation: 12th Pass / Graduate preferred.

Experience:

0–3 years of experience in telecalling, lead generation, banking, financial services, DSA, insurance, real estate, or sales.

Freshers: Candidates with good communication skills and a strong interest in sales may also be considered.

Preferred Candidate ProfileCandidates having experience or contacts in banking, financial services, real estate, loan consultancy, DSA, insurance, or customer acquisition will be preferred.

Working ConditionsThe role may involve a combination of:

- Telecalling
- Office-based lead generation
- Customer follow-ups
- Field visits, where required
- Customer meetings and appointment generation

Job SummaryThe Lead Generation Executive will be responsible for generating and developing potential customer leads for various loan products,



understanding basic customer requirements, and transferring qualified leads to the sales/loan processing team for further conversion.

- Key ResponsibilitiesGenerate leads for Home Loans, Loan Against Property (LAP), Business Loans, Personal Loans, Project Finance, and other financial products.
- Identify prospective customers through telecalling, references, digital platforms, field activities, databases, and other approved sources.
- Make outbound calls and communicate with prospective customers professionally.
- Understand the customer's basic loan requirement, eligibility, income profile, loan amount, and purpose.
- Collect preliminary customer information and maintain accurate lead records.
- Qualify leads based on company-defined parameters and forward eligible leads to the concerned sales executive.
- Follow up with prospective customers regularly to improve lead conversion.
- Coordinate with the sales and credit teams wherever required.
- Maintain daily records of calls, leads generated, follow-ups, appointments, and conversions.
- Update all lead information in the company's CRM/software or designated reporting system.
- Achieve daily, weekly, and monthly lead-generation targets.
- Maintain professional relationships with customers and ensure timely communication.
- Follow company policies, customer data protection requirements, and applicable financial-service guidelines.
- Provide regular reports to the reporting manager regarding lead generation and conversion status.
- Key Performance Indicators (KPIs)Number of calls made per day
- Qualified leads generated
- Lead-to-appointment ratio
- Lead-to-login ratio
- Lead-to-disbursement conversion
- Follow-up effectiveness
- Monthly business/lead targets
- Data accuracy and CRM updating
- Customer response and service quality
- Required SkillsGood communication and interpersonal skills
- Basic knowledge of loan and financial products
- Good convincing and negotiation ability
- Strong follow-up skills
- Customer-oriented approach
- Basic computer and MS Office/CRM knowledge
- Ability to work with targets and deadlines
- Ability to handle telephone conversations professionally
- Positive attitude and willingness to learn

Qualification & ExperienceEducation: 12th Pass / Graduate preferred.

Experience:

0–3 years of experience in telecalling, lead generation, banking, financial services, DSA, insurance, real estate, or sales.

Freshers: Candidates with good communication skills and a strong interest in sales may also be considered.

Preferred Candidate ProfileCandidates having experience or contacts in banking, financial services, real estate, loan consultancy, DSA, insurance, or customer acquisition will be preferred.

Working ConditionsThe role may involve a combination of:

- Telecalling
- Office-based lead generation
- Customer follow-ups




- Field visits, where required
- Customer meetings and appointment generation
- Job SummaryThe Lead Generation Executive will be responsible for generating and developing potential customer leads for various loan products, understanding basic customer requirements, and transferring qualified leads to the sales/loan processing team for further conversion.
- Key ResponsibilitiesGenerate leads for Home Loans, Loan Against Property (LAP), Business Loans, Personal Loans, Project Finance, and other financial products.
- Identify prospective customers through telecalling, references, digital platforms, field activities, databases, and other approved sources.
- Make outbound calls and communicate with prospective customers professionally.
- Understand the customer's basic loan requirement, eligibility, income profile, loan amount, and purpose.
- Collect preliminary customer information and maintain accurate lead records.
- Qualify leads based on company-defined parameters and forward eligible leads to the concerned sales executive.
- Follow up with prospective customers regularly to improve lead conversion.
- Coordinate with the sales and credit teams wherever required.
- Maintain daily records of calls, leads generated, follow-ups, appointments, and conversions.
- Update all lead information in the company's CRM/software or designated reporting system.
- Achieve daily, weekly, and monthly lead-generation targets.
- Maintain skilled relationships with customers and ensure timely communication.
- Follow company policies, customer data protection requirements, and applicable financial-service guidelines.
- Provide regular reports to the reporting manager regarding lead generation and conversion status.
- Key Performance Indicators (KPIs)Number of calls made per day
- Qualified leads generated
- Lead-to-appointment ratio
- Lead-to-login ratio
- Lead-to-disbursement conversion
- Follow-up effectiveness
- Monthly business/lead targets
- Data accuracy and CRM updating
- Customer response and service quality
- Required SkillsGood communication and interpersonal skills
- Basic knowledge of loan and financial products
- Good convincing and negotiation ability
- Strong follow-up skills
- Customer-oriented approach
- Basic computer and MS Office/CRM knowledge
- Ability to work with targets and deadlines
- Ability to handle telephone conversations professionally
- Positive attitude and willingness to learn
- Qualification & ExperienceEducation: 12th Pass / Graduate preferred.
- Experience:
- 0–3 years of experience in telecalling, lead generation, banking, financial services, DSA, insurance, real estate, or sales.
- Freshers: Candidates with good communication skills and a strong interest in sales may also be considered.
- Preferred Candidate ProfileCandidates having experience or contacts in banking, financial services, real estate, loan consultancy, DSA, insurance, or customer acquisition will be preferred.
- Working ConditionsThe role may involve a combination of:
-

- Telecalling
- Office-based lead generation
- Customer follow-ups
- Field visits, where required
- Customer meetings and appointment generation

📌 Lead Generation Executive (Pune)
🏢 Prismone Finserv Management
📍 Pune