Key Responsibilities

Conduct outbound calls to prospects/leads to cross-sell loan products (e.g., Micro-Credit, Flexi Loan, EWA, and related offerings)
Clearly explain product features, eligibility, and advantages to build customer awareness and interest
Drive product adoption by guiding prospects through the application/onboarding process
Meet and exceed daily/weekly/monthly calling metrics, including: Number of calls made Connection rate Conversion rate (lead to application, application to disbursal)
Maintain accurate and up-to-date records of calls, lead status, and customer interactions in CRM/Excel trackers
Handle prospect objections and queries professionally, escalating complex cases as needed
Follow up systematically with warm/interested leads to maximize conversion

Ensure calls are conducted in compliance with internal quality and regulatory guidelines (no misrepresentation of product terms, mandatory disclosures, etc.)
Provide regular reporting on call performance, pipeline status, and conversion trends to the Team Lead





Collaborate with the Credit Risk and Product teams to relay customer feedback and market insights

Required Qualifications & Skills

Education: Graduate (any discipline)

Experience: 23 years of outbound telecalling/sales experience, preferably within a fintech, NBFC, or financial services organization

Communication: Robust verbal communication skills; ability to explain financial products clearly and persuasively

Excel Skills: Proficiency in MS Excel (data entry, basic formulas, pivot tables, tracking dashboards) for maintaining call logs and performance trackers

Sales Orientation: Demonstrated ability to meet targets in a metrics-driven outbound calling workplace

Product Aptitude: Ability to quickly learn and articulate loan product features, eligibility criteria, and terms

Other: Comfortable working with CRM/dialer systems; basic understanding of lending/credit concepts is a plus

📌 Tele Sales Executive Noida
🏢 CIEL HR
📍 Noida