We are looking for an experienced and result-oriented Team Leader – Loan Sales to lead and manage the sales/telecalling team at GM Finvesta. The candidate will be responsible for team productivity, lead allocation, daily performance tracking, coaching, target achievement, customer conversion and coordination with banks/NBFCs and internal teams.
Key Responsibilities
Lead, manage and motivate a team of Telecallers / Loan Sales Executives to achieve daily and monthly targets.
Drive team productivity, calling activity, qualified lead generation, login, sanction and disbursement performance.
Allocate leads effectively and ensure timely follow-up and proper lead management by team members.
Monitor individual and team KPIs including calls, connects, leads, applications, conversions and closures.
Conduct daily huddles, performance reviews and regular one-to-one coaching sessions.
Train and coach team members on loan products, eligibility, documentation, sales pitch, objection handling and conversion techniques.
Handle escalated customer queries and support the team in closing high-potential cases.
Coordinate with banks, NBFCs, credit, operations and sales teams for smooth case processing and faster resolution.
Ensure accurate and timely updating of customer/lead information in Excel/CRM and maintain proper sales MIS.
Prepare and share daily, weekly and monthly performance reports with management.
Identify performance gaps, implement corrective action plans and maintain high standards of discipline and quality.
Support recruitment, onboarding and training of new team members when required.
Ensure ethical sales practices, accurate product communication and adherence to company/process guidelines.
Continuously identify opportunities to improve team conversion, customer experience and overall business productivity.
Products
Personal Loan | Business Loan | Home Loan | Loan Against Property | Balance Transfer
Candidate Profile
3–7 years of relevant experience in DSA, banking, NBFC, loan sales or telesales, with proven team-handling exposure.
Experience managing a team of 5–15+ sales/telecalling executives will be preferred.
Strong understanding of loan products, lead conversion and basic lending processes.
Excellent Hindi communication and good English communication.
Strong leadership, coaching, convincing, negotiation and customer-handling skills.
Highly target-oriented with strong follow-up, ownership and problem-solving ability.
Good command of MS Excel / Word / WhatsApp and preferably CRM/MIS reporting.
Ability to analyse team performance and take data-driven corrective actions.
Positive, disciplined, energetic and performance-focused mindset.
Compensation
Indicative fixed salary: 15,000–₹20,000 per month, plus performance incentives. Final compensation will be based on experience, interview performance and team-handling capability.
What GM Finvesta Offers
Fixed salary + attractive performance incentives
Lead database provided
Training on loan products and sales processes
Chance to build and manage a growing sales team
Performance-based growth and career opportunity in Banking & Financial Services
Supportive working environment
Ideal Candidate
Experienced • Leadership-Oriented • Target-Driven • Persuasive • Analytical • Customer-Focused • Responsible • Performance-Oriented
How to Apply
Send your updated CV to:
[email protected]
📌 Telecalling Team Leader (Indore)
🏢 Gm Finvesta
📍 Indore