Job Summary

We are looking for a target-oriented and persuasive Telesales Executive to promote banking products and loan services over the phone. The candidate will contact prospective customers, explain loan products, generate leads, qualify customer requirements, and support the sales process while maintaining professional communication and customer relationships.

Key Responsibilities

- Make outbound calls to potential customers to promote personal loans, business loans, home loans, and other eligible banking products.

- Explain loan features, eligibility criteria, interest rates, repayment terms, and documentation requirements.

- Generate leads and identify potential customers based on their financial requirements.

- Follow up with interested customers to convert leads into loan applications.

- Collect basic customer information and coordinate the collection of required documents.

- Explain application procedures and assist customers throughout the initial loan application process.

- Maintain accurate records of calls, leads, follow-ups, and sales activities in the CRM system.

- Achieve daily, weekly, and monthly sales targets.

- Coordinate with loan officers, banking teams, and operations staff to track application status.

- Handle customer questions and objections professionally.

- Follow company policies, applicable banking guidelines, and customer communication standards.

- Maintain confidentiality of customer information and financial documents.

- Provide regular reports on sales performance, lead conversion, and follow-up activities.





Required Qualifications and Skills

- Minimum 12th pass; graduation in Commerce, Finance, or Business Administration is preferred.

- 0–3 years of experience in telesales, telecalling, banking, loan sales, or financial services.

- Freshers with strong communication and convincing skills may apply.

- Good verbal communication in English, Hindi, and/or the relevant local language.

- Strong persuasion, negotiation, and customer-handling skills.

- Basic computer knowledge and familiarity with MS Office or CRM software.

- Ability to work towards sales targets and manage multiple follow-ups.

- Qualified attitude, confidence, and willingness to learn banking products.

Preferred Candidate Profile

- Experience in personal loan, home loan, business loan, credit card, or other financial product sales is an advantage.

- Comfortable making outbound calls and handling customer objections.

- Results-driven with strong lead-conversion skills.

- Able to explain financial products clearly without making misleading promises.

- Knowledge of loan documentation and basic eligibility requirements is preferred.

Key Skills

- Telesales and Telecalling

- Banking and Loan Product Knowledge

- Lead Generation

- Customer Relationship Management

- Communication and Convincing Skills

- Negotiation Skills

- Follow-up Management

- Target Achievement

- Basic Computer and CRM Skills

- Time Management and Teamwork

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

Benefits

- Provident Fund

Work Location: In person

📌 Banking loan : Telesales (Nashik)
🏢 QTONET PRIVATE
📍 Nashik