Job SummaryWe are looking for a confident and target-oriented Finance Telecaller to connect with potential customers, explain business loan and financial product offerings, generate qualified leads, and coordinate with the sales team to convert leads into business opportunities.
- Key ResponsibilitiesMake outbound calls to prospective customers regarding business loans and financial products.
- Generate leads from potential borrowers, business owners, and SMEs.
- Explain loan eligibility, basic documentation requirements, and available financial solutions.
- Understand customer requirements, including loan amount, business profile, and funding needs.
- Follow up with interested customers and maintain regular communication.
- Collect preliminary customer information and coordinate document collection with the Relationship Manager (RM).
- Schedule meetings and transfer qualified leads to the sales team.
- Maintain daily calling reports, customer records, and lead status in Excel or CRM.
- Achieve daily, weekly, and monthly calling and lead-generation targets.
- Maintain professionalism and confidentiality while handling customer information.
- Candidate RequirementsMinimum qualification: 12th pass or graduate.
- Freshers and experienced candidates can apply; finance or telecalling experience is preferred.
- Good communication skills in Hindi and English.
- Basic knowledge of business loans, financial products, or banking is an advantage.
- Basic computer knowledge and MS Excel skills.
- Good convincing, negotiation, and follow-up skills.
- Ability to work in a target-driven setting.
- Required SkillsOutbound calling and lead generation
- Customer relationship management
- Basic financial product knowledge
- Communication and convincing skills
- Lead tracking and reporting
- Target achievement and follow-up
📌 Telecaller (Mumbai)
🏢 pcred Venture
📍 Mumbai
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