Role & responsibilities:

Make outbound calls to prospective customers from the company-provided database.

Explain various loan and financial products to customers.

Understand customer requirements and assess basic eligibility.

Generate and qualify leads through telephonic conversations.

Follow up with interested customers and maintain regular communication.

Schedule appointments for the sales team whenever required.

Coordinate with the sales/credit team for lead processing.

Maintain accurate records of calls, leads, follow-ups, and customer information.

Achieve assigned daily/weekly/monthly calling and lead-generation targets.

Provide a professional and positive customer experience.

Products You Will Handle

Business Loans

Unsecured Business Loans

LAP (Loan Against Property)

Home Loans

Personal Loans

Working Capital / OD / CC

MSME Loans

Machinery & Project Funding

Preferred candidate profile

Minimum qualification:



12th Pass / Graduate preferred.

Freshers are welcome to apply.

03 years of experience in telecalling, telesales, banking, financial services, or loan sales will be an advantage.

Good communication skills in Hindi and English. Marathi/Gujarati will be an added advantage.

Confident and comfortable speaking with customers over the phone.

Basic knowledge of MS Excel/Google Sheets and WhatsApp.

Target-oriented and willing to learn.

Valuable follow-up and convincing skills.

Perks and benefits

Fixed monthly salary.

Performance-based incentives.

Training and guidance on financial products.

Growth opportunities within the organization.

Friendly and professional working environment.

Opportunity to build a career in the Banking & Financial Services industry.

📌 Walk-in || Telecalling Executive (Mumbai)
🏢 DS CAPITAL SERVICES
📍 Mumbai