Job Role

- Telecaller

- Generate and convert leads for Business Loan products through outbound calling.

- Understand customer requirements and recommend suitable loan products.

- Explain loan eligibility, documentation requirements, benefits, and application procedures.

- Follow up with prospective customers and drive them towards loan applications.

- Coordinate with sales, credit, and operations teams for smooth application processing.

- Maintain accurate customer and calling records in the CRM.

- Achieve daily, weekly, and monthly sales targets.

- Work from the office on a full-time basis.

Key Responsibilities

Outbound Calling &

- Lead Generation:

- Make outbound calls to prospective customers regarding Business Loan requirements.

- Generate and qualify leads through calling and regular follow-ups.

- Understand customer financial requirements and assess their initial interest.

- Convert qualified leads into loan applications.

Customer Handling &

- Sales

- Explain Business Loan products, eligibility criteria, documentation, and benefits.

- Address customer queries and provide accurate product information.

- Use effective communication and convincing skills to convert leads.

- Follow up with customers regarding documents and application status.

Loan Processing &





- Coordination

- Collect and follow up for required customer documents.

- Coordinate with the sales, credit, and operations teams.

- Track loan applications and support smooth processing.

- Maintain regular communication with customers until the application progresses.

CRM &

- Target Achievement

- Maintain accurate customer and calling records in the CRM.

- Update lead status and follow-up information regularly.

- Achieve daily, weekly, and monthly sales targets.

- Focus on lead conversion and overall business growth.

Candidate Profile

Experience &

- Industry:

- Experience in Banking, NBFC, Fintech, or DSA will be preferred.

- Good knowledge of Business Loan products will be an advantage.

Required Skills

- Excellent communication skills.

- Robust convincing and negotiation skills.

- Target-oriented approach.

- Comfortable with outbound calling.

- Lead generation and follow-up skills.

- Customer relationship management.

- Basic CRM knowledge.

Language Requirements

- Hindi and English required.

- Knowledge of a regional language will be an added advantage.

Salary &

- Benefits

- Fixed Salary + Attractive Incentives.

📌 Telecaller, Mulund East (Mumbai)
🏢 JobTrade
📍 Mumbai