- Lead Calling & Customer Handling
- Call incoming and assigned leads for new car loans, used car loans, refinance and takeover loans.
- Understand the customer's requirement, vehicle details, loan requirement and financial profile.
- Explain suitable loan options, eligibility and documentation clearly.
- Handle customer queries professionally and build trust.
- Lead Qualification
- Collect important details such as:
- Car model & manufacturing year
- Vehicle value
- Required loan amount
- Existing loan details
- CIBIL/credit profile
- Employment/business details
- Income and banking details
- Identify genuine and high-potential leads.
- Categorize leads based on priority and eligibility.
- Follow-Up & Conversion
- Maintain regular follow-up with interested customers.
- Follow up for pending documents and application requirements.
- Coordinate with the sales/loan processing team until login, approval and disbursement.
- Maintain proper follow-up schedules to maximize lead conversion.
- Senior-Level Responsibilities
- Guide and support junior telecallers in handling customer calls.
- Monitor daily calling and follow-up activities.
- Help team members handle difficult customer objections.
- Review pending and high-value leads with the team.
- Ensure leads are properly updated in the CRM/lead tracker.
- Target & Performance Management
- Achieve individual monthly calling, lead conversion and disbursement targets.
- Track KPIs such as:
- Daily calls
- Connected calls
- Qualified leads
- Documents collected
- Loan logins
- Approvals
- Disbursements
- Conversion ratio
- Bank & Finance Coordination
- Coordinate with banks/NBFCs and internal loan-processing teams.
- Understand different lender eligibility criteria and products.
- Identify suitable financing options based on customer profile.
- Follow up on application status and approval requirements.
- Customer Relationship Management
- Maintain professional communication from enquiry to disbursement.
- Provide accurate information without making false promises.
- Maintain long-term relationships for repeat customers and referrals.
- Reporting
- Prepare daily/weekly reports on lead status and conversion.
- Update management about hot leads, pending cases and major issues.
- Track reasons for rejected, dropped and converted leads.
Key Skills Required
- Excellent Tamil & English communication
- Solid convincing and negotiation skills
- Car loan/auto finance knowledge
- Good follow-up discipline
- Customer relationship management
- Team coordination
- Objection handling
- Basic Excel/CRM knowledge
- Target-oriented mindset
Senior Telecaller – Main Objective “To convert maximum qualified car-loan enquiries into successful loan applications and disbursements while maintaining strong customer relationships and supporting the telecalling team(For More Details : (phone hidden))".