About the Role

VQualify generates digital leads for customers interested in loans against their existing two-wheelers.

These leads are qualified by our contact centre team and allocated to respective IDFC FIRST Bank Sales Officers based on their serviceable PIN codes.

Your responsibility starts once these qualified leads are shared with the Bank's sales team.

You will be responsible for:

Qualified Lead Sales Officer Follow-up Status Tracking Login Approval Disbursement The role requires solid follow-up skills, attention to detail and the ability to manage and report a large number of leads using Excel and other productivity tools.

Key Responsibilities

1. Lead Allocation & Tracking

- Maintain records of qualified digital leads shared with IDFC FIRST Bank.
- Track leads assigned to respective Sales Officers across different locations.
- Ensure leads are correctly mapped based on serviceable locations/PIN codes.
- Maintain accurate and updated lead-level status.

1. Sales Officer Coordination

- Regularly follow up with IDFC FIRST Bank Sales Officers for lead status.
- Ensure timely action is taken on qualified customer leads.
- Follow up on leads where customers have not yet been contacted.
- Identify leads requiring further action from either the Bank or VQualify team.
- Coordinate with internal VQualify teams wherever additional customer follow-up is required.

This is a coordination and conversion-tracking role and will involve frequent interaction with sales teams across India.

1. Loan Funnel Tracking

Track every qualified lead through different stages of the loan journey, including:
- Lead Assigned
- Customer Contacted
- Login
- Work in Progress (WIP)
- Approved
- Rejected
- Disbursed
- Not Interested / Dropped
- Unable to Contact
- Other relevant disposition/status





Ensure statuses are updated regularly and accurately.
1. Conversion Follow-up

The objective of this role is not simply to collect status updatesit is to help improve conversion of qualified digital leads into loan disbursements.

You will

- Identify leads stuck at different stages.
- Follow up with respective Sales Officers for pending actions.
- Highlight high-potential leads requiring immediate attention.
- Track Login Approval Disbursement movement.
- Identify reasons for lead drop-offs.
- Escalate ageing or unattended leads to the appropriate teams.
- Help ensure maximum utilisation of qualified leads provided by VQualify.

1. MIS & Performance Reporting

Prepare and maintain daily/weekly/monthly MIS covering:
- Leads allocated
- Leads contacted
- Pending leads
- Logins
- WIP cases
- Approvals
- Rejections
- Disbursements
- Lead-to-login conversion
- Login-to-approval conversion
- Approval-to-disbursement conversion
- Overall lead-to-disbursement conversion

Performance should be trackable across:
- Sales Officers
- Locations / Cities
- States / Regions
- Lead cohorts
- Time periods

You should be comfortable working with large Excel sheets and identifying gaps or trends from the data.Role & responsibilities

Preferred candidate profile

Candidates with approximately 14 years of experience in any of the following would be preferred:

- Sales Coordination
- Loan Operations
- Banking/NBFC Operations
- DSA / Lending Operations
- Sales MIS
- FinTech Operations
- Tele-sales / Inside Sales Coordination
- Loan Processing / Loan Coordination
- Automotive Finance

Previous experience coordinating with field sales teams, bank/NBFC sales officers or loan-processing teams would be an advantage. Candidates should be comfortable in a role involving continuous follow-ups, MIS management and conversion tracking.

📌 Telecallers (Mira Road)
🏢 VQualify
📍 Mira Road