Job Role

- Sales Executive – Loan Calling

- Make outbound calls to prospective customers regarding loan products.

- Explain loan products, eligibility criteria, terms, and available options to customers.

- Generate leads through calling and follow up with interested customers.

- Understand customer requirements and provide suitable loan-related information.

- Maintain customer and lead records accurately.

- Follow up with customers regularly to convert leads into successful applications.

- Coordinate with the concerned team for further processing of loan applications.

- Achieve assigned calling, lead generation, and sales targets.

- Maintain skilled communication with customers and provide timely assistance.

Key Responsibilities

Loan Calling & Lead Generation:

- Make regular outbound calls to potential customers.

- Generate and qualify leads for loan products.





- Explain loan features, eligibility, documentation, and process requirements.

- Identify interested customers and schedule further follow-ups.

Customer Follow-Up

- Follow up with leads through calls and other approved communication channels.

- Maintain accurate records of customer interactions and follow-up status.

- Address basic customer queries and coordinate with the relevant team when required.

Sales & Target Achievement

- Work towards achieving assigned sales and lead-generation targets.

- Convert qualified leads into loan applications.

- Maintain consistent follow-up to improve conversion rates.

- Provide daily updates and reports to the reporting manager.

📌 Team Leader (Delhi)
🏢 JobTrade
📍 Delhi