Job Role
Business Loan Sales Executive / Telecalling Executive
Make outbound calls to potential customers regarding Business Loans.
Generate and qualify leads through telecalling.
Understand the customer's business profile, turnover, loan requirement, and eligibility.
Explain loan products, interest rates, tenure, and other applicable terms.
Follow up with interested customers and convert qualified leads into loan applications.
Maintain daily call records, lead status, and follow-up data in CRM/MIS.
Coordinate with customers and internal teams for further loan processing.
Maintain accurate records of customer interactions and sales activities.
Work towards achieving assigned sales and lead-generation targets.

Key Responsibilities

Lead Generation & Telecalling:
Make regular outbound calls to prospective customers.
Identify customers interested in Business Loans.
Understand customer requirements and assess basic eligibility.
Explain suitable loan products and related terms.
Qualify leads and forward suitable cases for further processing.




Conduct regular follow-ups to maximise lead conversions.

Customer Handling
Understand the customer's business nature, turnover, and financial requirements.
Handle basic customer queries regarding loan products.
Explain applicable interest rates, tenure, eligibility, and documentation requirements.
Maintain skilled communication with prospective customers.

CRM & Reporting
Maintain daily call records and lead status in CRM/MIS.
Update follow-up activities and customer responses regularly.
Maintain accurate lead and customer data.
Share regular updates and reports with the concerned team.

Required Skills
Experience in Business Loan, LAP, Personal Loan, DSA, Banking, NBFC, or Financial Services will be an advantage.
Valuable communication and telecalling skills.
Robust follow-up and lead-conversion abilities.
Basic knowledge of loan products and financial services.
Customer-handling and convincing skills.
Basic knowledge of CRM/MIS.

📌 Sales Executive, Janak Puri Delhi
🏢 JobTrade
📍 Delhi