Telecaller / Tele-Sales Executive – Loan & Financial Services

Location: Navi Mumbai

Department: Sales & Telecalling

Employment Type: Full-Time

Industry: Financial Services / Loans / DSA

About the Role

We are looking for Telecallers / Tele-Sales Executives to join our growing financial services team. The candidate will be responsible for contacting prospective customers, understanding their financial requirements, generating qualified loan leads and coordinating with the sales/credit team until the application moves forward.

The role is suitable for candidates who are confident on the phone, have good communication skills and are comfortable working with sales targets and incentives.

Key Responsibilities

- Make outbound calls to prospective customers from company-provided leads/data.
- Understand customers' financial requirements and identify suitable loan products.
- Generate leads for:
- Personal Loans
- Business Loans
- MSME Loans
- Loan Against Property (LAP)
- Housing / Home Loans
- Loan Against Security
- Construction Finance
- Other financial products offered by the company
- Explain basic product features, eligibility and documentation requirements.
- Qualify leads based on customer profile, income/business, loan requirement and eligibility.
- Schedule appointments/callbacks for the sales team.
- Follow up regularly with interested customers.
- Coordinate with sales managers, DSAs, banks/NBFCs and the credit team.
- Maintain accurate records of calls, leads, follow-ups and conversions in CRM/Excel.
- Ensure timely follow-up on every qualified lead.
- Achieve daily, weekly and monthly calling and business-generation targets.
- Maintain professional communication and good customer relationships.

Daily Performance Expectations The Telecaller will be expected to:
- Make a defined number of quality outbound calls every day.
- Generate qualified leads on a regular basis.
- Maintain proper follow-up of all leads.
- Convert qualified prospects into login/application opportunities.




- Contribute towards the team's monthly login and disbursement targets.
- Maintain accurate daily activity reports.

Candidate Profile

Preferred qualifications:

- 12th Pass / Graduate
- Freshers with good communication skills can apply.
- Prior experience in telecalling, telesales, banking, loans, insurance, credit cards or financial services will be an advantage.
- Good Hindi and Marathi communication skills.
- Basic English communication is preferred.
- Comfortable using WhatsApp, Excel and basic computer applications.
- Positive attitude and willingness to work towards targets.
- Good follow-up and convincing skills.

Key Skills
- Telecalling & telesales
- Lead generation
- Customer handling
- Follow-up skills
- Basic financial product understanding
- Communication & persuasion
- CRM/Excel data management
- Target-oriented approach
- Teamwork

Compensation Fixed Salary: ₹15,000 – ₹20,000 per month

+ Performance Incentives: Based on qualified leads, login and/or disbursement performance.

Compensation can be structured according to experience and performance.

Performance Philosophy

Every Telecaller is expected to contribute business sufficient to justify the cost of employment.

Target principle: Minimum business contribution should be approximately 2× the employee's salary, with additional incentives linked to performance and actual business generated.

Working Hours

Monday to Saturday

Working hours as per company policy.

Career Growth

High-performing candidates can progress to:

Telecaller → Senior Telecaller → Sales Executive → Relationship Manager → Team Leader

Why Join Us?

- Opportunity to build a career in financial services.
- Fixed salary + performance incentives.
- Training on loan products and customer handling.
- Prospect to work with banks/NBFCs/financial institutions.
- Growth opportunities based on performance.
- Professional and target-oriented work environment.

How to Apply Interested candidates can share their CV along with their current salary, expected salary and total experience.

Contact: (phone hidden) Veejay Salvi

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

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