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 &
Perks
Fixed Salary + Attractive Incentives.

📌 Telecaller, Mulund East Mumbai
🏢 JobTrade
📍 Mumbai