Role & Responsibilities

- Handle inbound and assigned outbound calls for loan products such as Personal Loans, Business Loans, and Home Loans, credit cards, fixed deposit, RD, LAP.

- Connect with pre-generated leads only (no lead generation involved)

- Understand customer requirements and recommend suitable loan products

- Explain loan features, eligibility, interest rates, documentation, and end-to-end process clearly

- Manage the complete loan sales cycle from customer interaction to loan disbursement

- Follow up with customers for documentation and application status

- Update and maintain accurate customer records in CRM systems

- Achieve assigned sales and conversion targets

- Ensure compliance with internal policies and regulatory guidelines

- Deliver a high-quality customer experience and build trust with customers





Preferred Candidate Profile

- 1-3 years of experience in telesales / inside sales with exposure to loan products

- Experience in Fintech / NBFC / Banking is mandatory or highly preferred

- Hands-on experience in Personal Loan, Business Loan, or Home Loan sales, credit cards, fixed deposit

- Robust communication skills with customer-handling confidence

- Hindi is mandatory; knowledge of any South Indian language (Telugu / Tamil / Kannada / Malayalam) is an added advantage

- Target-driven, disciplined, and comfortable working in a performance-oriented environment

- Familiarity with CRM tools and basic computer skills preferred

📌 Walk-in || Relationship Manager (Bengaluru)
🏢 WeRize
📍 Bengaluru