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 (India)
🏢 JobTrade
📍 India